CliftonLarsonAllen, Minneapolis
Joshua M. Juergensen has been with CliftonLarsonAllen, LLP since 2007 as part of the financial institutions group. Josh devotes 100 percent of his time to serving financial institutions with varying levels of complexity, with asset sizes ranging from $25 million to over $5 billion. He focuses on certified audits, internal audits, loan file reviews, directors’ examinations, and other consulting services for community banks.
Joshua also spends time working with financial institutions in their partnership efforts with financial technology (fintech) companies. This includes fintech companies with a focus on lending, efficiency improvement, and alternative finance sources. Joshua specializes in a variety of disciplines which includes performing opinion audits of financial statement audits, managing business, accounting, and regulatory issues for community banks, loan file review engagements, risk assessments for financial institutions, loan loss reserve analysis, mergers and acquisitions, and financial reporting for banks and holding companies.
Joshua earned his Bachelor of Arts degree in both accounting and legal studies in business from the University of St. Thomas in St. Paul, Minnesota and attended the Graduate School of Banking in Boulder, Colo. As a Certified Public Accountant in the state of Minnesota, he is a member of the Minnesota Society of CPAs as well as the American Institute of Certified Public Accountants.
