Joseph N. Stolberg serves as Managing Partner and is a co-founder of the Firm. He earned a Bachelors of Science Degree in Accounting with a concentration in Economics from Babson College in 1993. Mr. Stolberg previously served as a Partner in the Entrepreneurial Services Group at Carlin, Charron & Rosen, LLP. (CCR) In June 2004, Mr. Stolberg left CCR to establish the Firm.

Mr. Stolberg has more than 15 years of accounting experience with privately held companies, family owned businesses, and individuals. His areas of expertise include strategic business and succession planning, mergers and acquisitions, business and individual tax planning and financial forecasting and all aspects of financial statement and income tax compliance.

In addition to serving as a business advisor to several clients’ board of directors, Mr. Stolberg currently serves as Treasurer and Executive Committee member of Mechanics Hall in Worcester and as Treasurer and Executive Committee member of the Great Brook Valley Health Center in Worcester and Framingham.

In May of 2008 Mr. Stolberg was elected to the Board of Corporators of The Greater Worcester Community Foundation and Bay State Savings Bank.

In 2000 Joe was chosen as one of the top 40 people in the Worcester Business Community under the age of 40 by the Worcester Business Journal and is a past President of the Worcester Young Businessmen’s Association.

Mr. Stolberg is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.