Joe Garcia , founder of JAG-CPA, is a Dynamic and dedicated resource Professional with over 30 years of extensive hands-on experience in:
- Financial Institutions ranging in assets from $35 million to $4 billion
- Housing Authorities
- CFO Services
- Process Optimization
- Bank Operations,
- Regulatory Compliance, and
- Information Technology Management -
- Business Loan Analysis
- Loan Review
We provide advice in applying comprehensive profit and loss analysis to optimize short-term and long-term strategic goals through:
- Business Process Optimization
- Strategic Planning
- Collaborative Team Building
- Risk Management
- Information Technology Assessment
- Liquidity and Rate Management Review
- Forensic analysis
- Data Mining
We are knowledgeable in the following applications
- QuickBooks desktop and Online
- Housing Authorities (Lindsey)