The Joachim Group

About Our Firm

We understand the importance of sound financial management both in the public and private sectors and offer experienced services. We have decades of experience in accounting, auditing and tax.

Our Story

Our founder Mr. Joachim has over 29 years of experience in the field of auditing. He graduated from University of Dubuque, Iowa, with a Bachelors degree in Accounting and completed his MBA (Master of Business Administration) from Cameron University, with a specialization in Global Economics.

Mr. Joachim started his accounting career with the United States Marine Corps, where he served as an accountant for nine years. After the Marine Corps, he moved to a private firm and worked as an accountant for two years and later moved to the Army Audit

Agency. At the Army Audit Agency, he served for eight years as a civilian auditor and resigned from the Army Audit Agency as an Audit Supervisor.

Mr. Joachim then decided to venture out on his own to nurture his passion for accounting and auditing.

He started this CPA firm in 2006 to provide clients a one of a kind experience to help their organization grow while implementing and maintaining sound financial management practices.

Years in the Business

Happy Clients

Agencies Supported

Who We Are

Principles

Mission:

The Joachim Group provides government agencies assistance to ensure they have sound financial management and accounting compliance.

Vision:

To be the trusted advisors to our government so that agencies can focus solely on their core function of providing efficient and effective service to the people of the United States and all of humanity.

Values:

Integrity

We are honest and ethical and do the right things in all circumstances.

Client Focus

We keep the best interest of our clients at the forefront of our actions; we are flexible, responsive and accountable.

Teamwork

We collaborate with everyone on our team; we go above and beyond to help each other.

Respect

We have the upmost esteem for all those we encounter.

Passion

We uphold the highest technical standards and professionalism in our field and are dedicated to continuous improvement.

Customer Satisfaction

We aim to exceed client expectations.

Who We Are

Our Team of Experts

Curtis Joachim

Curtis Joachim

President

CPA, MBA, CGFM, CGMA

Specialties: Financial Statement, compliance and performance Audits, Internal Controls, Grants Management, Individual and Business Income Taxes, Government, not for profit Organizations and private sector clients.

Gillian Cadogan

Gillian Cadogan

Project Manager

CPA, CIA, BBA

Specialties: Internal Audit & Controls, Accounting & Financial Reporting, SOX Team Collaboration & Development and Enterprise Risk Management

Joshua Levenstein

Joshua Levenstein

Data Analyst

Specialties: Financial and Business Analytics, Microsoft Excel, Data Processing, Research and Report Development

Leah Kirby

Leah Kirby

VP of Business Development

Specialties: Business Development, Tax Preparation, Bookkeeping, Payroll, Organization Skills, Microsoft Excel, Customer Service, and Microsoft Word

Berry Beard

Berry Beard

Manager

CPA, BBA

Specialties: Financial Management, Cross-Functional Team Coordination, Audits, Business Plans, Management Consulting and Business Development.

“Our only contact so far has been our initial meeting for exchange of info, and then a couple of e-mails for additional info. Initially I have received prompt, courteous and highly professional service from Mr. Roy, and am highly satisfied. Look forward to our next meeting.”

Clarence S.

“Have gone to Mr. Joachim for last 3 years for taxes. He is very professional and thorough. Much appreciated!”

D. S.

“The Joachim Group CPAs & Consultants have been doing my taxes for about 6 years and I have been very satisfied every year. I love the fact that all I have to do is fax all of my information and presto, to work they go. I love the work sheet that is sent out to list all of my information. By doing this it ensures I am looking at all the possibilities whereby I can get a refund. Also an analysis is sent out to show the difference in the previous year’s taxes and income and suggestions are given regarding what you can do to maximize tax incentives. I highly recommend this company for tax as well as other accounting needs.”

Lana P.

Why Choose TJG

An up-to-date and precise financial statement is extremely important for every business, individual and government agency. Conducting an audit helps you determine if your organization is complying with all regulatory and statutory requirements, and is operating efficiently and effectively. An audit not only consists of detailed verification of revenues and expenses, but also helps guard against fraudulent activities by evaluating and reporting on the effectiveness of internal controls.

The Joachim Group

Contact Us

info@tjgcpas.com

(540) 387-1000

4528 Old Cave Spring Rd. Roanoke, VA 24018

M-F: 8am-5pm, S-S: Closed

Email Us

Have a Question Or Need to Make An Appointment? Email Us!

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