Joe Herskowitz, EA

President & CEO @ Lionstone Bookkeeping+

About

I help small and mid-sized businesses gain clarity, control, and confidence in their finances. As the President & CEO of Lionstone Bookkeeping+, I bring years of hands-on experience delivering accurate bookkeeping, financial insights, and strategic guidance across industries such as construction, e-commerce, healthcare, retail, nonprofits, and service-based businesses. What drives me is partnering with business owners to reduce financial stress, streamline operations, and uncover opportunities for growth and profitability. My clients rely on me for both precision in the numbers and practical solutions that move their business forward. Core Expertise: - Full-service bookkeeping & financial management - QuickBooks setup, training & optimization (Online & Desktop) Whether it’s cleaning up books, building smarter financial systems, or providing controller-level oversight, I thrive on helping businesses operate more efficiently and profitably. If you’d like to explore how Lionstone Bookkeeping+ can support your business, let’s connect.

Country

United States

City

New York City Metropolitan Area

Industry

Financial Services

Skill

Clio, Financial Reporting, QuickBooks, Full-Charge Bookkeeping, Spreadsheets, Marketing Strategy, New Business Development, Online Marketing, Strategic Planning, Acquisitions, Dispositions, Healthcare, Financial Analysis, Change Management, Due Diligence, Real Estate, Business Strategy, Business Intelligence, Mergers & Acquisitions, Business Development

Experience

President & CEO

Lionstone Bookkeeping+

2017-7 - Present · 9 yrs 3 mos

New Jersey

Delivering expert bookkeeping and financial services to small and mid-sized companies across diverse industries, streamlining and simplifying the process with precision and care so they can focus on growing their businesses.

Underwriter

Meridian Capital Group

2015-1 - 2016-12 · 2 yrs

Greater New York City Area

Delivered real estate modeling and analytical skills to provide clients with customized financing solutions.

VP, Acquisitions

Investment 360

2012-1 - 2014-5 · 2 yrs 5 mos

Lakewood, New Jersey

Led real estate acquisition initiatives to achieve optimal profitability by evaluating properties, conducting ROI analyses, and facilitating joint ventures.

Founder and Principal

JH Web Consultants

2007 - 2012-1 · 5 yrs

Lakewood, New Jersey

Spearheaded efforts to develop, maintain, and grow clients’ online presence across websites and social media. Executed online marketing and e-commerce strategies, increasing internet gross sales and profit margins.

Real Estate Specialist

Contracted Vendor

2004 - 2007 · 3 yrs

Greater New York City Area

Championed new business development, brokered and closed over $100MM in commercial mortgages while facilitating loan processes from application through closing. Drove all aspects of single- and multi-family property sales as a contracted vendor for multiple clients.