Stephanie Joseph became interested in accounting while working as a Credit Analyst, where she analyzed tax returns and financial statements for commercial lending. She soon realized she wanted to prepare the returns she spent so much time analyzing and became an accountant. Sixteen years later, she is still enjoying that career choice.
With a double major in Mathematics (Concentration in Actuarial Science) and Statistics, Stephanie says, “It’s no wonder accounting was a natural career path for me. And I have been working for a CPA firm from 2008 to my time here at LSL CPAs.”
Adding value is very important to Stephanie. She takes each client’s financial statement data and creates a meaningful analysis based on what the client will want to know about their business. These special reports accompany the monthly financial statements she delivers, and serve as a way to help her clients know where to focus their efforts and energy.
Stephanie also provides LSL clients with Virtual Office accounting, a back-office for hospital-based medical groups without their own office. In addition, she works closely with owners on cash flow planning, projections, tax planning and forecasting.
Great Clients for Stephanie… Most of her experience is in medical accounting, and some real estate, and her background supports working both at the corporate and individual tax returns level.
LSL Candidate Tip … You’d want Stephanie on your side of the accounting ledger in whatever she’s working on for you. She has been doing CrossFit for almost ten years and likes to compete on occasion.
Personal … Beside CrossFit, Stephanie plays golf with her husband and spends much of her free time running their two boys to hockey practices and games. Stephanie played golf in college, so watch out if you join her on the “links” one day! She and her family spend part of their summers in Whitefish, Montana, where she was born and raised.
Professional and Civic Involvement:
Firm member, PrimeGlobal
Education:
Bachelor of Science in Math and Statistics – Colorado State University, 2001