Summary of Experience
Joanna joined the firm in 1999 and has more than 30 years of accounting experience, including six years with an international accounting firm. She provides advisory and assurance services to companies in the manufacturing, distribution, retail, and franchise industries.
Joanna serves as the leader of the Advisory Services Division, as well as the industry-specific service teams for manufacturing and wholesale distribution, retail, and franchise. Joanna also has extensive experience with budgeting and forecasting, financial modeling, litigation support services, and due diligence investigation of target, including quality of earnings analysis.
EDUCATION
Wake Forest University
- Bachelor of Science in accounting
PROFESSIONAL CERTIFICATIONS
- Certified Public Accountant; Virginia, North Carolina
PROFESSIONAL AFFILIATIONS
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
- North Carolina Association of Certified Public Accountants
- Virginia Manufacturer’s Association
COMMUNITY INVOLVEMENT
- Moyock Woman’s Club - president
- CIVIC Leadership Institute - class of 2018
- LEAD Hampton Roads - class of 2011
- Currituck Kids, Inc.
- United Way Women United - former board vice chair, events planning committee, membership committee
- YWCA South Hampton Roads - former Treasurer, finance committee
Awards
- YWCA South Hampton Roads "Women of Distinction" honoree
- Inside Business "Women in Business" honoree
- United Way of South Hampton Roads "10 for 10 Women" honoree
- Virginia Business "Super CPA", multi-year honoree
- Inside Business "Top 40 Under 40" honoree