Forensic Accountant in Palm Beach County, Florida

Whether you are an attorney handling a Palm Beach County case or a spouse, business owner, or litigant trying to understand a financial dispute, a forensic accountant can help turn complex records into defensible evidence. Joey Friedman, CPA, ABV, MACC, MIB serves individuals, families, and businesses throughout Palm Beach County with forensic accounting, economic damages analysis, and business valuation services. From contentious divorce proceedings involving business interests to shareholder disputes, fraud investigations, and contested damages claims, the firm delivers meticulous, well-documented findings.

Whether your case involves hidden or dissipated assets, disputed economic damages, or the need for a credible expert to challenge opposing counsel’s numbers, our firm provides thorough analysis and credible expert testimony. We work with clients and their attorneys throughout West Palm Beach, Boca Raton, Delray Beach, and Boynton Beach, and are available to engage promptly when litigation timelines demand. Our forensic accounting and expert witness and litigation support services are designed to deliver clear opinions, defensible methodology, and reliable deposition and trial availability.

Forensic Accounting & Litigation Support for Palm Beach County

  • Tracing and hidden-asset analysis — Identifying dissipated or concealed marital and business assets through financial record reconstruction and detailed tracing methodology.
  • Economic damages quantification — Calculating lost profits, lost earnings, and other compensatory damages in commercial and personal injury matters; learn more about our economic damages practice.
  • Business valuation disputes — Independent business valuation for equitable distribution, buy-sell disputes, and shareholder oppression claims, with defensible support for deposition and trial.
  • Fraud investigations — Examining financial records for embezzlement, financial statement manipulation, and other fraudulent conduct on behalf of counsel in civil and regulatory matters.
  • Deposition and trial support — Providing clear, persuasive expert testimony with exhibits and demonstratives that communicate complex financial findings to judges and juries alike.
  • Rebuttal and critique engagements — Reviewing and challenging the methodology, assumptions, and conclusions of opposing expert reports across valuation, damages, and tracing issues.

Frequently Asked Questions — Palm Beach County Forensic Accounting

What documents should I provide when retaining a forensic accountant for a Palm Beach County matter?

The documents most useful at the outset depend on the nature of the matter, but typically include several years of personal and business tax returns, bank and brokerage statements, corporate general ledgers, QuickBooks or other accounting files, and any existing financial statements. For divorce matters, full financial disclosure required by the court should also be shared. Providing organized, complete records from the start helps our team begin analysis efficiently and identify early whether additional discovery is needed.

When in the litigation process should I retain a forensic CPA?

Early retention is almost always advantageous. Engaging a forensic accountant at the outset of discovery allows us to help shape document requests, identify key financial records, and develop a tracing or damages theory before depositions begin. In contested divorce and business dispute matters, late engagement can limit the scope of analysis and compress timelines for expert report preparation. If a matter is approaching the expert designation deadline, contact us promptly so we can assess feasibility.

Do I need separate experts for business valuation and economic damages?

Not necessarily. Joey Friedman holds both the CPA credential and the ABV (Accredited in Business Valuation) designation, enabling him to address both business valuation and economic damages issues within a single engagement where the matters are related. In some cases—particularly where valuation and lost-profits claims involve distinct factual and methodological frameworks—retaining separate specialists may be warranted. We are happy to discuss scope at an initial consultation and provide guidance on the most efficient approach for your case.

Need a forensic CPA in Palm Beach County? Joey Friedman CPA PA is available to consult with attorneys on new matters throughout Palm Beach County and South Florida. Contact the firm to discuss your case and determine how we can assist.