He is a regular speaker at seminars for both these sectors, and also heads up our Audit Assurance and Accounts department.
One of a small number of charity-sector qualified accountants, he heads the firm’s sector team serving more than 300 charity, not-for-profit and education clients. His services to these clients go way beyond providing sector-aware audit and accounts, including advice on new legislation and regulation, assisting in advance of Charity Commission inspections, advising on mergers, managing trading subsidiaries, and maximising business planning and controls. His qualifications include BA FCA DChA.
Joe is an audit specialist and leads Bishop Fleming’s audit function, ensuring the highest standards of quality and assurance are met. Our clients range from smaller Owner Managed Businesses who wish to have an audit for peace of mind, through to larger corporates who as well as being required to have an audit, benefit from the value we add to their management information through the process.
Joe is also a key member of our sector team serving professional partnerships, with 13 years’ experience of advising professional partnerships. His expertise spans structural and strategic issues, partnership financing, mergers, financial management & planning, and handling profitability and work-in-progress issues.
Having joined Bishop Fleming in 2003 from a national firm of accountants, Joe is one of the firm’s most physically fit partners, and regularly takes part in marathon runs.