KEY PEOPLE

BETSY J. JOYCE, CPA, MBA, MT
President and Chief Executive Officer

Background

More than 25 years in public accounting
10 years with Coopers & Lybrand (now PricewaterhouseCoopers)
Founded Joyce & Associates P.C. in 1993

Areas of Expertise

Personal financial and estate planning
Tax planning
Tax return preparation
Representing clients before regulatory authorities
Advisory services
Investment strategy development, implementation and monitoring
Wealth counseling for beneficiaries and trustees

Education

Bachelor of Arts, The University of North Carolina
Master of Business Administration, The University of North Carolina
Master of Taxation, Villanova University

Other Professional Experience

Speaking engagements before business and professional groups on topics including:

     Income tax planning with stock options
     Planning for second and later marriages
     Financial planning for executives
     Fiduciary accounting
     Preparing various tax returns for decedents
     Post-mortem estate planning
     Wealth and family issues 

Articles published in local and national periodicals on varied topics including:

     Business succession planning
     Gift and estate tax planning techniques
     The role of the CPA in estate planning and administration
     Selecting a trustee or fiduciary

Professional and Community Involvement

Pennsylvania Institute of Certified Public Accountants (PICPA)

     Ethics Committee
     Personal Financial Planning Committee
     Personal Financial Planning and Estate Planning Conference Committee
     Divorce Conference Committee
     Greater Philadelphia Chapter of the PICPA Executive Committee
     Lifestyles and Family Issues Committee

Philadelphia Estate Planning Council (PEPC)

     Treasurer
     Past Secretary
     Awards Committee
     Ethics Committee
     Program Committee
     Membership Committee
     Social Committee
     Long Range Planning Committee
     Intelligent Investing Conference Committee
     Nominating Committee
     Philadelphia Business Journal Estate Planning Supplement Committee

Chester County Estate Planning Council

Delaware County Estate Planning Council

American Institute of Certified Public Accountants

Ralston House

     Board of Managers
     Chairperson of Finance Committee
     Personnel Committee

The Rock School for Dance Education


JOSEPH P. SGRO, CPA
Chief Financial Officer 


Background

Providing accounting, auditing and advisory services for public/privately held businesses

16 years with Joyce & Associates P.C.
6 years with Margolis & Company P.C.
3 years with Coopers & Lybrand (now PricewaterhouseCoopers)

3 years with regional accounting firms
3 years as corporate controller for a diversified manufacturing holding company


Areas of Expertise

Accounting and auditing
     Wholesale/distribution
     Manufacturing
     Construction and other contracting
     Government contracting
     Professional services
     Real estate
     Not-for-profit organizations
Agreed-upon procedures engagements
Business planning budgets and projections
Financial analyses for financial trends identification
Due diligence reviews for acquisitions and divestitures
Client financing assistance
Operations reviews
Forensic examinations for litigation
Internal control improvements identification and reporting
Technical aspects of auditing and financial reporting
Investment performance analysis and monitoring

Education

Bachelor of Science in Accounting and Finance, LaSalle University

Other Professional Experience

Frequent lecturer for continuing professional education courses

Professional and Community Involvement

American Institute of Certified Public Accountants (AICPA)

     Technical Standards Subcommittee
     Peer Review

Pennsylvania Institute of Certified Public Accountants (PICPA)

     Internal Audit Committee
     Small Business Committee

Construction Financial Management Association

Philadelphia Estate Planning Council

Thornbury Township Planning Commission

      Chair     
      Past Vice-Chair

      Supervisor

 

Thornbury Township Historical Society

Various local organizations


2010 Joyce & Associates P.C.