CPA · Former CFOJoel Ari, CPA · Former CFO
Accounting, financial guidance, and tax help for businesses and individuals.
Certified Public Accountant with 18+ years in accounting, finance, and executive leadership.Joel Ari is a Certified Public Accountant with more than 18 years of experience in accounting, finance, and executive leadership, most recently as a Chief Financial Officer.
- Certified Public Accountant
- Former Chief Financial Officer
- Businesses & individuals
- 18+ years across industries
Services
How Joel can help
For businesses
CFO Support & Financial Planning
Financial leadership to help plan for growth and decide how to use business funds, backed by Joel’s experience as a chief financial officer.
Budgets & Forecasts
Set a budget for income and expenses, estimate future results, and compare what actually happened with what was planned.
Business Consulting
Practical help with day-to-day financial processes and operations, so the routine work of running the business stays organized.
Business Strategy
A numbers-based outside view on longer-term goals, growth, and which priorities to tackle first.
For individuals
Personal Finance Guidance
An experienced perspective on investing, banking, and personal financing decisions, so you can weigh your options with more confidence.
TurboTax Online Filing
Help with filing your tax return using TurboTax Online.
TurboTax is a registered trademark of Intuit Inc.
For businesses & individuals
Tax Planning & Advice
Understand the tax impact of personal and business decisions before you make them.
Why Joel
A CPA with experience at the executive table.
Joel combines accounting expertise with senior financial leadership. His background includes:
Partner to the CEO
Most recently served as Chief Financial Officer, working directly with the CEO on financial strategy to support growth and decide how to use business funds.
Cash for what matters
Managed cash so money was available to pay bills and make investments.
Protecting the business
Built safeguards that protect company assets and give leaders confidence in the numbers.
Clear with investors & lenders
Served as the company's financial voice with investors and lenders.
Teams & better processes
Built strong finance teams and kept improving how the work gets done, across a range of industries.
Contact
Talk with Joel about what you need.
When you reach out, it helps to include:
- The service you are interested in
- A short description of your situation or question
Please do not send sensitive financial documents or account numbers by email.