Josh WhiteCFIRS, CPA

Josh focuses on serving the financial services industry. His clients include community banks, credit unions, mortgage companies and trust companies. He assists clients with external audits, internal control over financial reporting audits (Sarbanes-Oxley and FDICIA) and internal audit engagements. Josh has extensive experience assisting clients with the accounting for mergers and acquisitions, including FDIC-assisted transactions. He has also assisted clients with initial public offerings, secondary offerings and due diligence associated with mergers and acquisitions.

Education, Credentials and Special Training

  • Certified Fiduciary and Investment Risk Specialist
  • Certified Public Accountant
  • M.S., Accounting, North Carolina State University
  • B.S., Accounting, North Carolina State University

Civic and Community Activities

  • Board of Directors, Me Fine Foundation
  • Advisory Board Member, Bankers’ Affinity Group
  • Past Mentor, North Carolina State University Poole College of Management Mentoring Program
  • Volunteer, Junior Achievement of Eastern North Carolina

Professional Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • State Bankers Association in North Carolina and Virginia