Phone: 216-534-2759

    All companies need higher quality information to produce better decisions. Joshua
    Feldman knows that some of the most meaningful information is found in activities
    that don’t generate revenue.  Josh advises companies in identifying potential
    weaknesses in their internal controls.  As a Certified Fraud Examiner, his
    accountancy knowledge includes investigative techniques, law, and criminology.  

    “Whether an issue is caused by a mistake or is a result of fraudulent
    activity, the key is to find it and address it.  Internal controls must evolve
    as the size and complexity of operations expand:  dividing jobs, analyzing
    financial results, and establishing a work environment and procedures can
    encourage loyalty and discourage fraud.”  

    Josh's business valuation background brings an enhanced appreciation that in a
    successful business a large portion of the value resides in the intangible assets:
  • goodwill,
  • brand identity,
  • customer base,
  • intellectual property,
  • human capital,
  • processes and procedures.

    Josh has experience with a variety of accounting and ERP systems.  His ability to
    manage and analyze data gives him the tools to provide unique insights into the
    performance of our clients.

    Josh received his B.S. from the Wharton School of the University of Pennsylvania  
    in Economics with concentrations in finance and political science.  His broad
    financial background includes more than fourteen years serving in industry in
    roles including CFO and VP of Finance.  His duties included:
  • financial reporting,
  • complex financial analysis,
  • budgeting,
  • system design and implementation,
  • due diligence,
  • and process documentation.  

    His accounting expertise is greatly enhanced by his seven years of practice in
    public accounting, with emphasis on:
  • financial reporting,
  • tax preparation,
  • business valuation,
  • and fraud examination.
about joshua c feldman
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