Staff

Joe Walters, CPA 
President / Owner

With experience ranging from manual record keeping in paper ledgers to inventor of the patented ‘Table Driven Accounting’ (along with two (2) other co-developers) Joe is very confident that the solutions we offer will exceed your expectations and not your budget.

Joe started his career as a bookkeeper in a busy retail gun shop in Albuquerque, New Mexico. After graduating with dual B.B.A. degrees in Accounting and Financial Management he began practicing individual taxation with a public accounting firm. However for the last twenty+ years Joe has worked with large hedge funds in Accounting, Treasury and Operations. Joe has designed, tested, reconciled and used numerous multi-bank / multi-currency cash, margin, and inventory reconciliation systems. For over 20 years Joe has worked for two prominent billion+ dollar hedge funds. One, a Long Short equity shop where pre-packaged systems were strung together with a complex weave of inter-dependent ‘sub-systems’ of various SQL servers, Access databases and of course, excel sheets. The other, an offshore fixed income & derivative fund where Joe held positions of Controller and later as the Treasurer.  As Controller Joe was instrumental in converting boxes full of trade tickets and broker statements to GAAP audited financial statements allowing a family office to open an off-shore fund using a ‘master feeder’ structure.

Joe knows firsthand the frustration of having to deal with service providers who have either promised more than they can deliver or are unresponsive during critical times.