In providing extraordinary service to his clients through his leadership and ability to build the right team for the engagement, Joe Meyer has served clients since 1988 as business advisor and team leader across a spectrum of industries. He provides advice to privately held entities, private investment companies, family offices, non-profits and governmental entities. Joe provides assurance, tax compliance and planning, and consulting services — including cost accounting analysis, business process improvements and strategic planning.
Joe maintains that whether he is auditing financial statements, providing tax strategies or managing a due-diligence project, understanding and involvement in the client’s business are the keys to providing the most efficient level of service. He is committed to creating the proper group of professionals to assist clients in reaching their goals.
Joe earned his Bachelor of Science in accounting from Millikin University in Decatur (1988). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society. He successfully completed the AICPA’s Not-for-Profit Certificate II program. Joe has served on the board of directors of various non-profit organizations.