Specialization

• Business and personal financial planning and consultation
• Business valuations
• Estate planning
• Succession planning
• Tax planning, consultation, and preparation
• Automobile/equipment dealers
• Manufacturers
• Non-profits
• Rural cooperatives

Experience

Joe Boesing, CPA/ABV, CVA, is a Partner Shareholder Emeritus at Monroe Shine & Co., Inc., where he has built a distinguished career spanning more than 40 years. Since joining the firm in 1981 and becoming a partner in 1990, Joe is an experienced advisor to corporations, LLCs, partnerships, non-profits, and high-net-worth individuals, guiding them through the most critical financial decisions at every stage of growth.

With specialized expertise in business valuations, succession planning, and estate strategies, Joe helps clients protect wealth, transition ownership, and plan for the future with clarity and confidence. His experience extends across industries such as manufacturing, auto and equipment dealerships, rural cooperatives, and non-profits, where he combines technical precision with a practical understanding of client needs.

Joe’s credentials as both an Accredited Business Valuator (ABV) and Certified Valuation Analyst (CVA) further distinguish his expertise, particularly in matters of ownership transition and complex financial planning. His enduring commitment to client success and the legacy he has built at Monroe Shine make him a respected leader and trusted resource within the firm and the broader business community.

Certifications

• Certified Public Accountant (CPA) – Licensed in Kentucky and Indiana
• Accredited in Business Valuation (ABV)
• Certified Valuation Analyst (CVA)

Professional Memberships

• American Institute of Certified Public Accountants (AICPA)
• Kentucky Society of CPAs (KYCPAs)
• Indiana CPA Society (INCPAS)
• CPAmerica International
• National Association of Certified Valuation Analysts (NACVA)
• The Institute of Business Appraisers, Inc.

Awards & Recognition

• Indiana University Southeast, Distinguished Athletic Alumni (2019)

Community Involvement & Volunteering

• New Albany Floyd County Library Foundation, Board of Directors (Current)
• Indiana University Southeast, Board of Advisors (2014-2020)

Education

• Bachelor of Science in Business, Accounting – Indiana University Southeast