SMALL BUSINESS DEVELOPMENT CENTER (SBDC)
Joseph L. Reyes is a Certified Public Accountant who insists on proactive tax planning as the key to being tax efficient and financially ahead of the curve. He works with Financial Professionals to help mutual clients improve their businesses and finances. He helps small businesses deal with most of the financial issues they face, especially those in Real Estate. Joseph has a Master of Science in Finance from Drexel University and is a member of Beta Gamma Sigma. Joseph graduated from Pace University with a Bachelor of Business Administration in Public Accounting. He is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, as well as the Pennsylvania Society of Tax & Accounting Professionals. He holds a Series 6, 63 and 65 License as well as a Life Insurance License.
As capital acquisition consultant of Widener University SBDC, Joe is responsible for providing individual one-on-one consulting services and delivering educational sessions to growth companies seeking assistance in structuring financing for capital projects and accessing capital. Joe advises clients and supports the creation of loan proposals. He is is also responsible for growing the Widener SBDC referral network of lenders and clients.
Joe helps clients grow and prosper as on a daily basis he:
Provides one-on-one advice and consulting in areas of business plan development, financial analysis and loan proposal development
Analyzes the financing needs of the client, determine the optimal capital structure to support the project and assess the potential financing resources based on credit worthiness, eligibility and suitability
Structures commercially viable loan proposals for complex projects;
Analyzes financial statements, balance sheets, income statements, cash flow statements
Performs debt coverage ratio analyses, determine credit risk, evaluate financial metrics and key financial ratios
Supports clients in the preparation of financial projections, financial models and pro forma statements to assist clients with start up, expansion or key business growth decisions.
Drexel University | Lebow College of Business | M.S. Finance
Pace University | Lubin School of Business | B.B.A. Public Accounting
American Institute Of Certified Public Accountants | CPA
American Institute Of Certified Public Accountants (AICPA)
Pennsylvania Institute Of Certified Public Accountants (PICPA)
Pennsylvania Society Of Accounting & Tax Professionals (PSTAP)
Greater Philadelphia Hispanic Chamber Of Commerce (GPHCC)