Our Story
LAYING THE FOUNDATION
Joanne discovers her calling in her first accounting class at Calvin University
Passes the CPA exam and joins a Big Four accounting firm
Learns to serve the complex tax needs of many clients
Earns her Master’s in Taxation from Seton Hall University
Joins the international tax group handling multinational companies and expatriates handle cross-border tax matters
EXPANDING OUR EXPERTISE
Joanne passed the CFP® exam
Sought to better steward her own financial resources
Becomes a certified investment advisor
Recognizes that many clients need support to manage their portfolios
BUILDING SOMETHING PERSONAL
Sweetman Advisory Services launches
As her family grows, Joanne builds a practice that reflects professional excellence and personal values
Serves as an outsourced CPA resource for firms and their clients
Navigates international tax matters for individuals and businesses
Continues serving her client base
Provides tailored tax and advisory services built on long-term relationships
Joanne Sweetman
Owner, CPA, CFP
