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Joshua J. Sullivan, CPA

Contact
Principal, Assurance and Financial Reporting


Location
Traverse City, MI
231.946.3230


Education
Saginaw Valley State University
Bachelor of Professional Accountancy


I strive to be a trusted business advisor to my clients by developing a deep understanding of their business, listening to their needs and challenges, and introducing other Rehmann advisors to help them meet their goals and be successful.”



Current Role

As a principal with the audit and assurance department of Rehmann, Josh serves as a business advisor for a variety of clients, helping them meet compliance requirements and implement new accounting standards while providing value added services and working with them to identify opportunities for growth.

Service Areas

  • Financial statement audits
  • Agreed-upon procedures
  • Due diligence
  • Consulting services
  • Employee benefit plan audits

Experience

Josh joined Rehmann in 2005 and has experience providing audit and consulting services to clients in a broad range of industries, including cooperatives, manufacturers, construction contractors, Native American casinos, not-for-profits, and employee benefit plans.

Prior to employment with Rehmann, Josh gained four years of experience in retail management.

A Closer Look

  • Josh is an integral part of the firm’s employee benefit plan practice, serving on the internal training committee for the past 18 years, in addition to spending a significant amount of time each year performing employee benefit plan audits.
  • Josh is an active member of his community, serving on the Board of Directors as treasurer for the Great Lakes Children’s Museum. He is also an alumnus of Leadership Grand Traverse.
  • Josh is passionate about providing the personalized service his clients expect from a local business associate, while giving them direct access to Rehmann’s broad range of technical and industry specialists.

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Resources contributed to by Joshua J. Sullivan, CPA