Joseph Petta, CPA, EA Senior Manager

Joseph Petta, CPA is a Senior Manager at Grassi and brings over 15 years of experience to the firm. He specializes in providing companies in the middle-market with CFO advisory services along with audit preparation and attest services.

In addition, Joe also provides general business and management consulting services to his clients, performing operational efficiency analysis and helping them adopt best practices based on the industry. He has a broad range of experience in a number of industries, including Real Estate, Media, Healthcare, Professional Services, Entertainment, M&A, Broker Dealers, Private Equity, and Asset Management companies.

In providing fractional CFO and consulting services, Joe focuses on establishing and improving processes for treasury management, liquidity, corporate finance, capital raises, budgeting, and forecasting, and managing overall business goals. He analyzes the current financial health of his clients and provides recommendations for enhanced controls, efficient processes, and effective reporting. Proactive and forward-thinking, Joe identifies issues and makes suggestions for improvements to impact overall financial health. He also establishes and maintains financial reporting models and systems to help drive growth and profitability.

Joe works closely with his clients to implement and monitor accounting policies and procedures, provides budgeting and analysis, and works with them to improve cash flow and internal controls. He also supports both buy side and sell side transactions and assists in due diligence processes.

Joe is a Certified Public Accountant in the state of New York and an Enrolled Agent, licensed to practice before the Internal Revenue Service. He was recently nominated to Marquis Who’s Who professional registry of accounting and finance professionals.