Joseph A. Heim, Partner

Dopkins ABL Consulting Services
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At a glance

Joe launched Dopkins ABL Consulting Services group which helps commercial finance companies, banks, factors and other financial institutions improve the profitability of their loan portfolio through effective risk evaluation, collateral monitoring, and reliable and accurate field examinations. He manages, reviews and conducts audit and review fieldwork, documents accounting systems, performs test work to discover discrepancies/weaknesses and prepares financial statements, and corporate/partnership tax returns in various accounting environments. He also coordinates and supervises all aspects of the firm's Business Advisory Services Group.

His industry experience includes: advertising, auto dealerships, common interest realty associations, construction contractors, mining, manufacturing, pension plans, publishing, not-for-profit organizations, retail, and wholesale distributors.

Principal areas of expertise

• Asset-based lending; due diligence and field examinations
• Crisis management
• Finance & accounting services
• Financial Leadership
• Financing strategy
• Fraud investigations
• Fraud prevention and deterrence
• Litigation support / expert witness
• Manufacturing
• Mergers, acquisitions & divestitures
• Operational & performance improvement consulting
• Profit improvement
• Turnarounds & restructuring
• Valuations

Designations

• Certified Public Accountant
• Certified Fraud Examiner (CFE)

Professional affiliations

• American Institute of Certified Public Accountants
• New York Society of Certified Public Accountants
• Commercial Finance Association (CFA)
• Education Foundation Governing Board
• Co-leader the revision of the course curriculum of the CFA’s Field Examiner School
• Turnaround Management Association
• Upstate New York Chapter of the TMA
• Vice President, Program Chair
• Membership Co-Chair
• Association of Certified Fraud Examiners
• Frequent contributor to the Secured Lender and the ABFJournal

Education

• B.S. in Accounting, cum laude, from Canisius College