After obtaining my CPA license in 1980 the purchase of a CPA firm soon followed.
After owning it for 20+ years, I sold my 50% interest in the firm a few years back.
It had become the 13th largest CPA firm in the Seattle Area. I still work with the
firm currently on various joint projects.
My accounting work through the years includes providing traditional accounting services
to a wide variety of companies - from the very small to companies with revenues
in excess of 60 million per year - and that was when 60 million meant something!
Several of the small companies were later purchased by public companies - all during
my engagement with them.
Early on, it was apparent how computers, word processing and then databases would
integrate into the accounting functions. It was at this time that I started working
with accounting systems and networks - which included DOS, Unix and Novell among
others. Even then I was writing my own custom programs.
After integrating computers into my own accounting firm, which involved setting
up a lot of systems and processes, I turned to designing, installing and customizing
computerized accounting systems for clients - and other CPA firms - something I
am still presently doing.
These large systems typically are running off a Microsoft SQL server and often involve
the need for some very creative processes to integrate different systems or meet
complex special needs of the client.
Several years ago I was given an award for "Most Innovative user of technology
for the year" from the Washington Society of CPA's (WSCPA) (state society)
and for the nation from the American Institute of CPA's (AICPA). The award was
for my application and development of computer processes solving certain business
Presently, I continue to do as I always have - solving complex problems and continuing
innovation with clients and with personal projects.
As a CPA, or Certified Public Accountant, I also hold the additional title of
CGMA or Chartered Global Management Accountant as well as CITP or Certified Information
Technology Professional. Both are additional sought after credentials given to
I've obtained several trademarks for some of my consumer/commercial projects
at http://www.AuburnSoftware.com and
have a patent pending for a financial strategy game I developed and recently launched
- http://www.Economics411.com . If you're
interested in reading check out my publishing site -
I've also recently started a series of Financial books - 10 Minute
Financial - Latte with Joe. You can find a listing of these and
where they are available from
Please contact me if you need further information or have a project needing assistance.
Receiving award from AICPA