Joe has proven expertise in small and mid-sized business accounting, taxation and operations management with over 30 years of diverse experience. Throughout his career, Joe has successfully designed and executed financial growth strategies leading client companies to achieve increased profitability and expansion. Joe has advised clients of all sizes across the full range of sectors including wholesale, retail, nonprofit, manufacturing and professional practice organizations with clients located in the Greater Philadelphia region as well as nationally. With extensive experience as a corporate controller, Joe offers unique expertise in setting up accounting infrastructures and managing corporate internal operations including driving performance, financial reporting, identifying profitability centers, IT and payroll activities.
As a QuickBooks Pro Advisor, Joe provides valuable assistance to small and mid-sized business owners and controllers in setting up and running QuickBooks to its maximum potential with the goal of achieving efficiency and accuracy. Joe is skilled in working with individuals in areas related to tax and financial concerns and provides consulting services to companies in all areas related to CFO functions. Joe received a Bachelor of Science degree from Villanova University. Prior to founding Surace & Stanton, Joe was a partner in a prestigious regional public accounting firm.
Joe and his wife Betsy live in Lafayette Hill, Pennsylvania. In his free time, Joe loves spending time with Betsy and their three grown children as well as pursuing his passions of baseball, used book stores, and American history. Joe was a coach, referee, and administrator for youth sports for 25 years.
“As I’ve entered the realm of business ownership, I find that not only do we need to be attentive to our clients’ needs and that they be properly and timely served, but that our employees need to be engaged, enlightened and put into a position to succeed. These two items are not mutually exclusive but are the pathway to success.”
Email me: firstname.lastname@example.org