Joan Valente

Joan, a partner with more than 21 years of experience, provides audit, tax and consulting services to a variety of private entities. She focuses primarily on not-for-profit entities, as well as entrepreneurial private companies including professional practices and service organizations, retail, manufacturing, investment holding companies, and trusts and estates.

In Joan’s current role in the not-for-profit sector, she delivers advice and consulting services on accounting and other operational matters, assists her clients with financial reporting under Accounting Standards for Not-for-Profit Organizations, and provides tax compliance services. In her role in the private sector, she focuses on assisting owners and management in a variety of industries with tax planning and compliance, financial reporting under Canadian Accounting Standards for Private Enterprises, and consulting.