Joe—Accountant, Xero Certified Advisor, and visionary—founded Polaris to give ambitious small businesses in North Carolina an accountant who will help them do business better by basing their accounts in the cloud. Ironically, for such a strong proponent of modern-day cloud accounting software, Joe’s love of accounting started in Italy by tracing back to the origins of accounting in the Florentine Renaissance period of the 14th century. In fact, Joe—whose father is Italian and mother American—was trained in Italy by the only remaining living descendent of Benedetto Cotrugli, inventor of the modern double-entry accounting system.
Here, Joe learned not only the mechanics of accounting, but also how to make sense of financial information to help businesses implement the best strategic and tactical decisions. Some things never change… On returning to the U.S., Joe worked for almost 20 years with large organizations such as The Bank of New York, Wachovia, and Wells Fargo.
But Joe’s heart and soul is really with small businesses—and so he founded Polaris in 2011 as a dynamic and innovative accounting firm that’s far removed from traditional accounting firms. Joe’s mission—then and today—is to be a ‘disruptive’ force in the accounting field by challenging the stereotypes of stuffy accountants who do things that way because that’s how they’ve always been done, regardless of how cumbersome it is for their clients. And while Joe’s business partners prefer the proactive approach of sit-ins and picketing in front of Inuit HQ, Joe is a leading light in the resistance movement of progressive accountants to embrace cloud accounting software.
So while the Polaris office is often used for covert operations to inform small business owners of the benefits of cloud accounting, strategic plans are also afoot to spread the word to a wider audience… Keep an eye out for the latest rendezvous here.