Joe Catanzaro is a Director at RMG. He provides a wide range of services to clients including accounting and assurance, tax, consulting, and transaction advisory. He has assisted clients in various industries to reach their current and future financial goals.
Financial Reporting & GAAP Compliance:
With 10 years of experience in public accounting, Joe has been in charge of countless issued compiled, reviewed, and audited financial statements in various industries. He assists his clients in maintaining GAAP compliance and is a key member of the firm’s quality control leadership. He has been integral in RMG receiving passing peer review grades.
Consulting and Transaction Advisory:
Joe has helped numerous clients achieve their financial reporting goals. This includes deep dives into client’s accounting records and software to fix any inefficiencies and install best practices. Additional services include budgeting and forecasting as well as transaction advisory. He has helped create a niche at the firm where real-time management reports are provided to our clients that assist with not only maintaining accuracy and profitability of accounting records, but also better maintain pipeline revenue streams to achieve desired client growth. He is a crucial member of the growing transaction advisory group at RMG that has now assisted several clients in selling their businesses.
Tax and Financial Planning:
Joe oversees the business, personal, trust, and gift tax returns for his clients as well as assists in tax and financial planning. These services include working with clients to navigate their tax situations to better plan for their current and future cash flows, as well as assisting in implementing key tax saving strategies.