Hi, I'm Joel.
I'm an accountant for business owners who've outgrown cookie-cutter accounting.
You know the drill: Your accountant sends you last year's financial statements. You look at them and your tax returns get filed. Then you make decisions based on gut feeling anyway because the numbers don't actually tell you what you need to know.
I work differently. I help established businesses build financial systems that answer the questions you're actually asking—when you need the answers.
How I Think About This
Most accounting relationships are built around compliance: file taxes, produce statements, stay legal. This stuff is all necessary, but it isn't strategic at all.
The businesses I work with need someone who thinks in terms of months or quarters, not tax years. Someone who helps them model decisions before they make them, not explain what happened after the fact.
Here's what I believe:
Numbers tell you what happened. Values tell you what to do next. Financial planning isn't just about projections and spreadsheets—it's about understanding what you're actually trying to build and why. That means doing deep work together: revisiting priorities, challenging assumptions, and optimizing your business around what creates the most value for you as a human, not just as a business owner.
You need a partner, not a team. You'll work directly with me on strategy and decision-making—I don't delegate that work to junior staff. I use a trusted bookkeeper for routine transaction processing, but when it comes to the work that matters, I show up personally. I've chosen impact over scalability, which means I keep my roster small (typically 10-15 businesses) so I can be fully present for the conversations that move your business forward.
Tax strategizing is mostly a distraction. You'll create substantially more value by improving your business and paying your fair share than by chasing clever loopholes. Complicated tax structures have real costs—to your time, your clarity, and your ability to focus on what actually matters. I'm not interested in selling you elaborate tax plans. I'm interested in helping you build a better business.
When This Makes Sense
This works when:
You value clarity over complexity – You're skeptical of elaborate tax strategies and financial engineering. You want straightforward guidance that helps you make better decisions.
You're ready for depth – You don't just want someone to "do your books." You want a financial partner who helps you think through what you're building and why—even when those conversations are challenging.
You're doing $500K+ annually and growing – You have the complexity that justifies strategic financial guidance and the capacity to invest in it properly.
You're collaborative and responsive – You respect deadlines, respond to questions promptly, and see this as a genuine partnership. The best results come from working together, not from me chasing you down.
What Working Together Actually Looks Like
I work with a small roster of established businesses. You'll work directly with me—not a revolving door of staff members.
We meet regularly (monthly or quarterly depending on complexity) to review financials, model scenarios, and think through decisions before you make them.
You get proactive guidance, not reactive cleanup. If I see a cash flow issue developing or an opportunity you're missing, you hear about it in real time.
We build systems that scale with you—financial processes, reporting structures, forecasting models—so you're never scrambling to catch up with your own growth.
We do deep work together. This isn't just about better financial planning. It's about understanding what you're trying to build, revisiting priorities when things change, and optimizing your business around what matters most to you.
This is a premium service priced accordingly—typical client investments are five figures annually. The application includes specific investment ranges so there are no surprises.
Ready to See if We're a Good Fit?
I'm selective about who I work with because the right partnership makes all the difference. The best way to find out if we're aligned is to start with a conversation.
The application takes about 10 minutes and helps both of us determine if it makes sense to talk. If it does, we'll schedule a discovery call. If it doesn't, I'll let you know quickly so you're not waiting.
Apply to Work Together