Author

Joseph P. Brennan, CPA

Tate & Tryon, CPAs

Joseph Brennan serves as a Chief Financial Officer within the Firm’s Outsourcing Services department. He joined Tate & Tryon in 2004 after working for five years as a Controller for a nonprofit organization. He started his career with Ernst & Young, LLP, where he worked for three years as an auditor in their Washington, DC office.

Professional and Industry Experience

Mr. Brennan’s experience spans a wide range of accounting/finance functions, including

  • Serving as the interim and permanent CFO
  • Acting as the liaison between the finance and operational departments
  • Streamlining business operations
  • Assessing financial reporting requirements
  • Preparing, analyzing, and presenting monthly financial statements
  • Developing and monitoring budgets
  • Cash flow forecasting
  • Facilitating the annual audit
  • Ensuring strong internal controls
  • Facilitating system conversions
  • Preparation of indirect cost rates
  • Monitoring compliance with OMB Circular A-110 and A-122
  • Consolidation of entities
  • Preparation/review of account reconciliations

In addition, he has hands on experience with several accounting software packages, including Microsoft Dynamics GP, Solomon, Accpac, QuickBooks, and FRx.

Some of Mr. Brennan’s most notable clients include:

  • AmeriDream
  • Association for Homeowners Across America
  • Compliance and Ethics Forum For Life Insurers
  • Council for Responsible Nutrition
  • National Court Reporters Association

Professional Associations

  • American Institute of CPAs (AICPA)
  • Greater Washington Society of CPAs (GWSCPA)
  • The Institute of Management Accountants (IMA)

Education, Licenses & Certifications

  • B.S., Accounting, University of Maryland
  • CPA