Hello! My name is Joel

Fractional

CFO & COO

Specialized in E-Commerce

I bring supply chain and finance functions together into one cohesive team and in the process drive growth in operational effectiveness and profitability.

Cash Forecasting

Demand Planning

Acquisitions

Deal Sourcing

Financing

Cost Savings

Supply Chain Planning

Accounting

Ops Reporting

Data Management

Automation

Cash Forecasting

Demand Planning

Acquisitions

Deal Sourcing

Financing

Cost Savings

Supply Chain Planning

Accounting

Ops Reporting

Data Management

Automation

Cash Forecasting

Demand Planning

Acquisitions

Deal Sourcing

Financing

Cost Savings

Supply Chain Planning

Accounting

Ops Reporting

Data Management

Automation

What I do

I Jump into Silo'd Chaos

And transform it into one powerful force

Operations: Better Together

What I do Differently

ROI First Focus

My priorities are guided by what will drive profits for the business. Everyone loves a fancy dashboard & smooth automation but ultimately cash is king. I focus on what brings the most impact first.

I don't rent teams, I build them

I use my expertise to build your team, your process, your technology. I lay the foundation to make your in-house operations a strength for your business permanently that you never have to outsource. Not reliant on any single firm or person to function.

Eliminating the Non-Essentials

AI and traditional automation tools like scripts & RPA are more accessible than ever. There's no longer an excuse to toil away at the automatable or worse, the unnecessary. I relentlessly cut down & streamline these processes.

Radical Ownership

If it has a dollar sign or relates to the operations of your business, I'm on it. I only work with a few businesses at a time to focus on bringing real business transformation and communicate in real-time as seamlessly as your team.

Don't Just Take My Word For It

Full Business Transformation

40% decrease in manual work hours.

$85,000 in cost savings & missing tax credits identified.

Established Finance, HR, Supply Chain & FP&A Functions From Scratch.

Transitioned from Quickbooks to NetSuite.

Fixed sales tax compliance across 29 states.

Achieved financial clarity, correcting hundreds of historical errors.

International Expansion

Deal sourcing & due diligence for acquisition of 8 figure business.

$145,000 in cost savings & missing tax credits identified.

$5m in capital raised with effective cash forecasting.

Supply chain overhaul with demand planning automation.

Cut manual work by 30% via finance automation.

Established Finance, HR, Supply Chain Functions From Scratch.

History is The Best Predictor of Future

31 happy CEOs & Counting!

Megan Taylor

Taylor Marketing

★★★★★

Joel truly went above and beyond on our contract. While I originally hired him to give me a consultation on how much tax I could expect to pay for 2019, he ended up also filing for me. It was clear to me that he did his research to understand my somewhat unique situation and find the best avenues possible for me and my business. He also provided me with some bookkeeping advice going forward, which I greatly appreciated. Overall, his services gave me SO much peace of mind. I will definitely continue working with him and would recommend his services to anyone.

Josée-Anne Sarazin
6 Figure Seller

Fit Hippie

★★★★★

It was great working with Joel. He understood what I needed and was able to set-up my finances so quickly and efficiently, even though my business had soooooo many transactions and accounts and was "on paper" for more than 5 years. I would definitely rehire him and recommend him. Thanks so much Joel!

Carolina Mastretta
7 Figure Seller

Original Fire Games

★★★★★

Joel is extremely diligent, communicates openly and always delivers on time.

Nicholas Love
7 Figure Seller

Ascend Solutions

★★★★★

What a joy to work with a complete professional. Joel works efficiently and effectively and really becomes a valued part of your team. Cannot recommend highly enough. Thanks Joel!

Bob Galinsky
7 Figure Seller

Geotoystore

★★★★★

Excellent consultant, crushed our inventory tracking problem. Would be happy to work with him again.

Alyse Vo
7 Figure 3PL

Trans-Commercial Logistics

★★★★★

Everything we could hope for in a professional. We're lucky to have found him.

Karen Friesecke
6 Figure Seller

Doggystylish

★★★★★

I was very pleased with the work Joel did for me. He sorted my gigantic accounting mess no problem. He was friendly, had good communication skills, answered questions promptly & had no problem doing a little hand holding with a Quickbooks newbie like me. I would absolutely hire Joel again.

Barry Colston
6 Figure seller

Maersk Oil

★★★★★

I would give this guy 10 stars if I could. He completes work at lightning speed. Replies to every message within 1-2 mins. The results were fantastic. A true financial ninja.

Vanessa Hebb
7 Figure Seller

S&J Management Ltd.

★★★★★

Joel did an excellent job and we were happy with the work but also the turnaround time. Highly recommended!

Caitlyn Fry
6 Figure Seller

Mountainview Movement

★★★★★

Joel is responsive, knowledgeable and always on hand to answer our questions. Will be working with him indefinitely!

Stamatina Haralampous

Moving Touch Massage

★★★★★

Joel is AWESOME! Very thorough, knowledgeable, reliable and patient! I am very happy to be working with him!

Jennifer Paul

Popoyo

★★★★

l Enjoyed working with Joel! Excellent attention to detail and fixed a number of things in our business for us.

Johnathan Ta
7 Figure Seller

RedRestore

★★★★★

Joel is a finance pro who knows his stuff and productively advises on how to get things done right, the first time. Absolute communication throughout, extremely knowledgeable and super efficient. Thank you!

Hannah Chisholm
6 Figure Seller

Eggcitables

★★★★★

Clear communication, very professional and timely work!

Karen Danudjaja
8 Figure Seller

Blume

★★★★★

Joel was literally a lifesaver. Our books needed more work than I thought and he was patient, communicative and thorough. I would absolutely go to Joel again and recommend him . My first time consulting so I was skeptical, but the process was absolutely seamless and stress-free, in large part due to Joel's professionalism.

Jeremy McCarthy

Venture Workforce

★★★★★

Very knowledgeable and responsive.

Brenna T.

Temple Copywriting

★★★★★

Joel clearly knows his stuff and because of it I ended up saving more than two thousand dollars. He makes number crunching easy and has an incredible amount of patience. I was really impressed with his response time, too - he replied to all my messages right away. Hire Joel, you won't be disappointed.

Edward Smith
6 Figure Seller

Grey Group

★★★★★

It was a real pleasure working with Joel who went above and beyond expectation and laid everything out in a clear and concise manner. A true professional and will happily keep him on as my accountant in the future.

Jessee Bourque
6 Figure Seller

MPR Tools

★★★★★

Very good service and professional! I will definitely rehire him for his services!

Laurent Mascherpa

Massive Finger

★★★★★

Joel was very clear with my options and was supportive and patient with the tasks I had to complete on my side. I highly recommend him!

Rodney Briere

Briere Advisory

★★★★★

A+++Wonderful experience, very professional!

Ramin Sadat
7 Figure Seller

Instachew

★★★★★

Joel has been a massive help for us in getting our accounting and bookkeeping straight. He has gone above and beyond his responsibilities to help us achieve our goals. Joel has also automated many of our tedious book keeping and accounting processes that overwhelmed myself and my team. If you are a business looking for accounting and various solutions, I’d recommend that you hire Joel to get the job done.

Gizem Gulec
8 Figure Seller

Daltrong Knives

★★★★★

It has been a pleasure working with Joel. He did an amazing job taking over the NetSuite implementation and putting together a brand new structure for our financial reporting. He has been an indispensable part of the Dalstrong team. Hiring a team of accountants & ops personnel ,working on many finance and supply chain related projects, he proved himself as an excellent contributor and team leader. 

David Schild

EpiGrowth

★★★★★

I had the opportunity to work with Joel recently. I very much appreciated his professionalism. Not only did I find him to be very knowledgeable with what I needed, I also saw him to be very communicative and thorough. Joel demonstrated a high level of professionalism when it came to the work I needed done. He constantly followed up with me and continuously provided me with great results. I look forward to working with him again.

Siobhan Brenton

Rethink Charity

★★★★★

Joel was an incredible accountant to work with on our charity returns. His deep understanding of professional accounting made us comfortable from the start. Joel is a great communicator, very proficient and exceeded our expectations for this project. I would definitely recommend hiring him and we will likely continue to work with him in the future.

Robin Ayme
7 Figure Seller

Boltd Solutions

★★★★★

Joel has been really knowledgeable and friendly during our sessions. He helped me to take control of all my new corporation accounting and is acting as a personal advisor for many tax situations. I keep working with him on a recurring basis for one time audits and would recommend anyone to use his services. => A great person to work with.

AJ Thompson
7 Figure Seller

BitCreative

★★★★★

Joel was absolutely amazing to work with. He completed all tasks and suggested approaches that would work for both our professional standards. His rates are reasonable, but he also works quickly. If you're looking for anything ops related, do not hesitate to hire Joel immediately. A+++

Danica Mai Dela Cruz

Wondrous Creators

★★★★★

Joel did an awesome job in coaching me. He shared a lot of information that I needed to get my business started. He is exactly the accountant I was looking for. He has clear answers to all of my questions. I believe he can help me tremendously in handling my business' accounting & bookkeeping.

Ian Kerr
6 Figure Seller

MeterPlugs

★★★★★

We hired Joel to help us get our tax compliance in order, and overall financials. He did a fantastic job, completing all of the returns on schedule. He answered all of our questions and offered feedback as to how we could improve our bookkeeping going forward. I would highly recommend Joel for any of the aforementioned work.

Ramin Sobbi

UGO Media

★★★★★

It's been a pleasure working with Joel, I highly recommend him for all of your accounting needs! Once again, Joel has provided outstanding work. He is diligent and an absolute expert at handling all my business and personal accounting needs. 10/10 experience!

A Subhan Mohammed
6 Figure Seller

TraderLane

★★★★★

We are IT People with little to no knowledge about ok keeping and taxes. Joel helped us with his skills and helped us with bookkeeping with very little assistance. He understood our business and worked his way out. Thank you Joel

Megan Taylor

Taylor Marketing

★★★★★

Joel truly went above and beyond on our contract. While I originally hired him to give me a consultation on how much tax I could expect to pay for 2019, he ended up also filing for me. It was clear to me that he did his research to understand my somewhat unique situation and find the best avenues possible for me and my business. He also provided me with some bookkeeping advice going forward, which I greatly appreciated. Overall, his services gave me SO much peace of mind. I will definitely continue working with him and would recommend his services to anyone.

Josée-Anne Sarazin
6 Figure Seller

Fit Hippie

★★★★★

It was great working with Joel. He understood what I needed and was able to set-up my finances so quickly and efficiently, even though my business had soooooo many transactions and accounts and was "on paper" for more than 5 years. I would definitely rehire him and recommend him. Thanks so much Joel!

Carolina Mastretta
7 Figure Seller

Original Fire Games

★★★★★

Joel is extremely diligent, communicates openly and always delivers on time.

Nicholas Love
7 Figure Seller

Ascend Solutions

★★★★★

What a joy to work with a complete professional. Joel works efficiently and effectively and really becomes a valued part of your team. Cannot recommend highly enough. Thanks Joel!

Bob Galinsky
7 Figure Seller

Geotoystore

★★★★★

Excellent consultant, crushed our inventory tracking problem. Would be happy to work with him again.

Alyse Vo
7 Figure 3PL

Trans-Commercial Logistics

★★★★★

Everything we could hope for in a professional. We're lucky to have found him.

Karen Friesecke
6 Figure Seller

Doggystylish

★★★★★

I was very pleased with the work Joel did for me. He sorted my gigantic accounting mess no problem. He was friendly, had good communication skills, answered questions promptly & had no problem doing a little hand holding with a Quickbooks newbie like me. I would absolutely hire Joel again.

Barry Colston
6 Figure seller

Maersk Oil

★★★★★

I would give this guy 10 stars if I could. He completes work at lightning speed. Replies to every message within 1-2 mins. The results were fantastic. A true financial ninja.

Vanessa Hebb
7 Figure Seller

S&J Management Ltd.

★★★★★

Joel did an excellent job and we were happy with the work but also the turnaround time. Highly recommended!

Caitlyn Fry
6 Figure Seller

Mountainview Movement

★★★★★

Joel is responsive, knowledgeable and always on hand to answer our questions. Will be working with him indefinitely!

Stamatina Haralampous

Moving Touch Massage

★★★★★

Joel is AWESOME! Very thorough, knowledgeable, reliable and patient! I am very happy to be working with him!

Jennifer Paul

Popoyo

★★★★

l Enjoyed working with Joel! Excellent attention to detail and fixed a number of things in our business for us.

Johnathan Ta
7 Figure Seller

RedRestore

★★★★★

Joel is a finance pro who knows his stuff and productively advises on how to get things done right, the first time. Absolute communication throughout, extremely knowledgeable and super efficient. Thank you!

Hannah Chisholm
6 Figure Seller

Eggcitables

★★★★★

Clear communication, very professional and timely work!

Karen Danudjaja
8 Figure Seller

Blume

★★★★★

Joel was literally a lifesaver. Our books needed more work than I thought and he was patient, communicative and thorough. I would absolutely go to Joel again and recommend him . My first time consulting so I was skeptical, but the process was absolutely seamless and stress-free, in large part due to Joel's professionalism.

Jeremy McCarthy

Venture Workforce

★★★★★

Very knowledgeable and responsive.

Brenna T.

Temple Copywriting

★★★★★

Joel clearly knows his stuff and because of it I ended up saving more than two thousand dollars. He makes number crunching easy and has an incredible amount of patience. I was really impressed with his response time, too - he replied to all my messages right away. Hire Joel, you won't be disappointed.

Edward Smith
6 Figure Seller

Grey Group

★★★★★

It was a real pleasure working with Joel who went above and beyond expectation and laid everything out in a clear and concise manner. A true professional and will happily keep him on as my accountant in the future.

Jessee Bourque
6 Figure Seller

MPR Tools

★★★★★

Very good service and professional! I will definitely rehire him for his services!

Laurent Mascherpa

Massive Finger

★★★★★

Joel was very clear with my options and was supportive and patient with the tasks I had to complete on my side. I highly recommend him!

Rodney Briere

Briere Advisory

★★★★★

A+++Wonderful experience, very professional!

Ramin Sadat
7 Figure Seller

Instachew

★★★★★

Joel has been a massive help for us in getting our accounting and bookkeeping straight. He has gone above and beyond his responsibilities to help us achieve our goals. Joel has also automated many of our tedious book keeping and accounting processes that overwhelmed myself and my team. If you are a business looking for accounting and various solutions, I’d recommend that you hire Joel to get the job done.

Gizem Gulec
8 Figure Seller

Daltrong Knives

★★★★★

It has been a pleasure working with Joel. He did an amazing job taking over the NetSuite implementation and putting together a brand new structure for our financial reporting. He has been an indispensable part of the Dalstrong team. Hiring a team of accountants & ops personnel ,working on many finance and supply chain related projects, he proved himself as an excellent contributor and team leader. 

David Schild

EpiGrowth

★★★★★

I had the opportunity to work with Joel recently. I very much appreciated his professionalism. Not only did I find him to be very knowledgeable with what I needed, I also saw him to be very communicative and thorough. Joel demonstrated a high level of professionalism when it came to the work I needed done. He constantly followed up with me and continuously provided me with great results. I look forward to working with him again.

Siobhan Brenton

Rethink Charity

★★★★★

Joel was an incredible accountant to work with on our charity returns. His deep understanding of professional accounting made us comfortable from the start. Joel is a great communicator, very proficient and exceeded our expectations for this project. I would definitely recommend hiring him and we will likely continue to work with him in the future.

Robin Ayme
7 Figure Seller

Boltd Solutions

★★★★★

Joel has been really knowledgeable and friendly during our sessions. He helped me to take control of all my new corporation accounting and is acting as a personal advisor for many tax situations. I keep working with him on a recurring basis for one time audits and would recommend anyone to use his services. => A great person to work with.

AJ Thompson
7 Figure Seller

BitCreative

★★★★★

Joel was absolutely amazing to work with. He completed all tasks and suggested approaches that would work for both our professional standards. His rates are reasonable, but he also works quickly. If you're looking for anything ops related, do not hesitate to hire Joel immediately. A+++

Danica Mai Dela Cruz

Wondrous Creators

★★★★★

Joel did an awesome job in coaching me. He shared a lot of information that I needed to get my business started. He is exactly the accountant I was looking for. He has clear answers to all of my questions. I believe he can help me tremendously in handling my business' accounting & bookkeeping.

Ian Kerr
6 Figure Seller

MeterPlugs

★★★★★

We hired Joel to help us get our tax compliance in order, and overall financials. He did a fantastic job, completing all of the returns on schedule. He answered all of our questions and offered feedback as to how we could improve our bookkeeping going forward. I would highly recommend Joel for any of the aforementioned work.

Ramin Sobbi

UGO Media

★★★★★

It's been a pleasure working with Joel, I highly recommend him for all of your accounting needs! Once again, Joel has provided outstanding work. He is diligent and an absolute expert at handling all my business and personal accounting needs. 10/10 experience!

A Subhan Mohammed
6 Figure Seller

TraderLane

★★★★★

We are IT People with little to no knowledge about ok keeping and taxes. Joel helped us with his skills and helped us with bookkeeping with very little assistance. He understood our business and worked his way out. Thank you Joel

What I Can Do For You

I stand by my work and guarantee results. If you don't see a positive ROI within your first month of working with me, you don't pay.

I believe that operations done right can and should have a significant positive impact on profitability.

Work With Me in Two Steps

Step 1: Secure ROI

Step 2: Business Transformation

Based on a Success Fee

Profitability Projects

Make it Rain

Prevent Operational Leaks

Capture Revenue opportunities

Recover Missing Tax Credits

Eliminating Forex & Other Fees

Growth Catalyst

Level up Your Business

Raising Debt & Equity

Due Diligence

Acquisition Deal Sourcing

International Expansion

Based on a Success Fee

Fractional CFO & COO

Full Stack Operations

Operational Reporting

FP & A

Finance

Supply Chain

Fractional CFO & COO Pricing

What is your Yearly Revenue?

$
value
m
$500k
$10m
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Retainer

value

That's It!

This is what I do and have done for the past several years exclusively for ecommerce brands between $1m & $50m. This has enabled me to be laser focused and accumulate the expertise necessary to have a maximum impact on every business I work with.