Overview
Joyce Carlson brings more than 35 years of accounting and auditing experience to ORBA’s Accounting Services Group. Joyce manages and reviews financial systems and financial integrity for the client and has an understanding of financial concerns. She also has technical experience with the preparation of financial statements, SEC filings and tax returns. In addition to her accounting experience, Joyce developed her own business model from the ground up, which she successfully managed before joining ORBA.
Overview
Joyce Carlson brings more than 35 years of accounting and auditing experience to ORBA’s Accounting Services Group. Joyce manages and reviews financial systems and financial integrity for the client and has an understanding of financial concerns. She also has technical experience with the preparation of financial statements, SEC filings and tax returns. In addition to her accounting experience, Joyce developed her own business model from the ground up, which she successfully managed before joining ORBA.
Proactive
With prior experience in running a business, Joyce enjoys sharing her knowledge and business acumen with her clients. She takes pride in the service she provides, ensuring the integrity of her work, knowing that she is contributing to the overall success of her clientele.
Outside of the Office
Outside of the office, Joyce enjoys living in Chicago and loves to get out and celebrate the cultural festivities and amazing breadth of exhibits, food and entertainment that are available year round. She is a fan of architecture and enjoys walking or bike riding while taking in the neighborhood sites.
Civic Activities
- General Support, Children’s Memorial Hospital
- Sierra Club
Certifications & Licenses
- Sage Intacct Certified Specialist
- Quickbooks ProAdvisor
Education
- B.S., Accounting, University of Illinois at Chicago
Blogs
Why Aren’t You Using Rolling a Forecast?
Economic volatility and supply chain disruptions evolving from the COVID-19 pandemic have called into question the usefulness of traditional budgeting and forecasting methods. Pandemic shifted consumer preferences along with labor shortages and global trade tensions of today continue to put stress on the stability of the flow of goods. Fast-changing economic and market conditions can […]
Using Reverse Sales and Use Tax Audits to Reveal Refund Opportunities
Tracking various state sales tax laws, changes and credits can be complex and lead to missed opportunities. While most states offer sales and use tax exemptions for certain purchases by manufacturers, the messaging, processes and specifics will vary from state to state. It is easy for Manufacturers to overlook exemptions to which they’re entitled, resulting […]
How Rolling Forecasts Can Provide More Clarity
Some of the greatest economic concerns brought on by the pandemic have been financial instabilities and volatility. These pressing issues have forced a stark lesson in pre-planning and have put the spotlight on the weaknesses of traditional budgeting and forecasting methods. In this new unstable environment, annual budgets quickly become cumbersome to prepare. Sudden economic […]
Using AR To Enhance Manufacturing Processes
A new innovative technology, introduced recently in the last five to six years, is taking its place in manufacturing with a higher than expected acceptance. Known as Augmented Reality (AR), this phenomenon has emerged with the potential to transform the manufacturing industry. Unlike virtual reality, AR overlays digital imagery onto physical surroundings, typically through the […]
Are You Ready for Industry 4.0?
Industry 4.0 — sometimes referred to as the fourth industrial revolution — is not new. The term was first coined nearly ten years ago. Ironically, the supply chain upheaval and explosion of remote work caused by the COVID-19 pandemic has played a part in shaping industry transformation. Here is a brief introduction to the concept […]
Manufacturing Evolving from COVID-19
As we begin to see some light at the end of the COVID-19 tunnel, many manufacturers are turning their attention to the future. While the pandemic’s effects on manufacturing will be temporary in many aspects, there is a strong possibility of long-lasting changes taking effect in the near future. In this blog, we will dive […]
Is Remote Selling the New Normal? Tips to Make the Most of Your Sales Program
The COVID-19 pandemic impacted the way people interact and do business. Many of the changes that have been made to adapt to a social-distancing environment within the digital landscape will likely become permanent and evolve over time. Though pre-COVID-19 digital trends were already surfacing as a basis for contemporary selling, many experts agree that the […]
Newsletters
Manufacturing and Distribution Group Newsletter – Fall 2024
ORBA’s Manufacturing and Distribution Group’s Fall Newsletter explains the basics of transfer pricing for manufacturers and advises them on how to protect themselves from increasingly sophisticated ransomware attacks.
Manufacturing and Distribution Group Newsletter – Spring 2024
ORBA’s Manufacturing and Distribution Group’s Newsletter advises on how to minimize risks of vendor-related fraud scams and outlines the practical uses that AI has to offer in the revolution of the manufacturing industry.
Manufacturing and Distribution Group Newsletter – Fall 2021
ORBA’s Manufacturing and Distribution Group’s Fall 2021 Newsletter looks at how automation can reduce a company’s human resource headaches, decrease costs and provide optimal solutions for your workforce woes, and reviews the deductibility of domestic travel expenses.
Client Alerts
The Nanny Tax Is Not Just for Nannies: Who is Considered a Household Employee?
As many of us look forward to putting 2020 in the rear view mirror, an inclusive punch list of items needed to support, process and file your personal tax returns includes information on any household employees. A shifting trend towards working from home may impact household worker roles by either downsizing – or actually expanding – their employment landscape.
