Our Team

Building Blocks For Success

Joseph Perotta Director and Co-Leader - Client Accounting Advisory Services

Joseph Perotta is a Director and Co-Leader of Client Accounting Advisory Services with over 20 years of experience serving companies and their owners. He has extensive experience identifying and rectifying issues in books and records and works seamlessly with both internal and external bookkeeping service providers on behalf of his clients. Joe also assists clients with budgeting, projections and providing explanations about monthly activity and other complexities related to their books and records.

In addition to serving clients in the AEC and consumer products industries, Joe also has significant real estate experience, having assisted clients in estate planning, forecasts and projections, property valuations, and organizational structuring. He has helped families develop tax strategies related to ownership and operation of corporations, partnerships, and other business structures. His knowledge, experience and attention to detail enable him to bring additional value to his outsourced accounting clients, as he is often able to identify ideas for improvement and make appropriate recommendations.