Joel Morales


Joel joined our team as an independent contractor, and handles specialized bookkeeping tasks, as well as more general tasks as needed. He has been involved in bookkeeping and financial management for the past decade. He started out by taking care of the bookkeeping for his own small resale company in 2006. In 2010 he started to manage the accounting department of a manufacturing company.
In 2016 a friend asked if he would be interested in taking care of the bookkeeping for his construction company. Together with his wife Stefanie, and their three children they decided to start another small business offering bookkeeping services to the general public. In the summer of 2018, they made the move to Ontario to run the accounting department for a rental business near Stratford, ON.

He is still looking to find a hobby for enjoyment but in the meantime loves to travel and enjoys camping with his family. His experience is diversified in project management, as well as CFO and COO roles. He continues to update his knowledge through Knowledge Bureau and has earned his Diploma as a Certified Bookkeeping Practitioner. He is currently working on his DFA designation as a DFA-Bookkeeping Services Specialist.