Hi, I'm Joel.
I help focused business owners transform their financial strategy.
After years of watching brilliant entrepreneurs struggle with mediocre financial guidance, we decided to do something different. I work with a select group of growth-focused leaders who understand that outstanding results require an outstanding partnership.
Why I Do This Work
Because I've seen what happens when brilliant people get stuck with mediocre financial guidance.
I spent the first part of my career watching incredibly talented entrepreneurs make preventable financial mistakes. Not because they weren't smart—they were brilliant. It was often because they were getting generic run-of-the-mill advice from accountants who treated every business like a checkbox exercise.
That's when I realized something: the businesses that truly scale don't just need an accountant—they need a strategic financial partner. Someone who understands their vision, challenges their assumptions, and helps them make decisions that compound over time.
Today, I work with a carefully selected roster of business owners who share certain characteristics: they're growth-minded, they value collaboration, and they understand that investing in premium financial guidance isn't an expense—it's a foundation of everything they're building.
The People I Choose to Work With
I'm selective about partnerships because the right fit makes all the difference.
Growth-Minded Leaders
You're doing $500K+ annually and have clear expansion goals. You think strategically about the future, not just today's problems.
True Collaborators
You value transparent communication, respect deadlines, and understand that the best results come from genuine partnership.
Excellence-Driven
You invest in quality systems and people. You understand that premium guidance isn't an expense—it's the foundation of everything you're building.
What Makes This Different
This isn't traditional accounting. It's strategic financial partnership designed around your specific goals.
Strategic Financial Planning
I don't just track your numbers—I help you understand what they mean for your future and how to optimize them for growth.
Proactive Guidance
Instead of waiting for problems, I help you anticipate challenges and opportunities before they impact your business.
Systems That Scale
I design financial systems and processes that grow with you, so you're never scrambling to catch up with your own success.
True Partnership
I become part of your decision-making process, offering insights and challenging assumptions to help you make better choices.
Ready to See if We're a Good Fit?
I work with a limited number of clients so I can give each partnership the attention it deserves. Let's see if you're one of them.
Apply to Work Together