Jose Lopez, CPA, MST


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Experience Highlights

As a director in blum’s Accounting and Auditing Department, Jose has 15 years of public accounting experience providing accounting and reporting services to clients in the non-profit and healthcare industries.

Jose has assisted clients with the development and maintenance of systems to track and report fundraising efforts, activity in investment portfolios and donor stipulations. He has had extensive experience with the regulations, reporting and funding guidelines issued by the Department of Housing and Urban Development, the Executive Office of Health and Human Services and the state’s Behavioral Healthcare Developmental Disabilities and Hospitals.

As a member of our Employee Benefit Assurance Services Group, Jose also specializes in oversight, planning and implementation of employee benefit plan audits, including defined 401(k) and 403(b) plans.

Professional Education
  • Johnson & Wales University - Bachelor of Science in Accounting
  • Bryant University - Master of Science in Taxation
Professional Organizations & Activities
  • American Institute of Certified Public Accountants
  • Rhode Island Society of Certified Public Accountants - Not-for-Profit Committee
  • Children's Friend - Board Member - Finance Committee Member - Audit Committee Member

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