Joe Carreiro

About Joe Carreiro

Our firm delivers comprehensive bookkeeping, tax planning, and tax preparation services, supporting businesses and nonprofit organizations with accurate financial reporting and proactive compliance at the federal, state, and local levels.We provide outsourced CFO and CEO services to organizations seeking executive-level financial leadership and strategic direction without the overhead of a full-time hire. Our work includes financial strategy, cash flow management, operational oversight, KPI tracking, and decision support for growing and multi-location enterprises.Leadership experience includes serving as advisor and officer to multiple nonprofit organizations, assisting with incorporation, governance, applications, and compliance. We also support business growth through strategic planning, performance analysis, and cross-functional collaboration with vendors, suppliers, and partners.Our approach combines financial expertise with operational insight, team development, and process improvement—helping organizations strengthen foundations, improve performance, and scale sustainably.

Experience

1. Disability & Special Education Advocate

   Nakata Consulting

   Apr 2008 — Present

   For some families, like my own, often disability presents a different set of challenges. As a parent of a child with special needs, I have learned first hand how to build a “team” with schools, educators, and other service providers. To that end, my office offers special education advocacy services, guiding parents through the IEP and special education process, working to help children develop their skills and capacity in order to maximize their potential through proper supports and services both academically and socially. My belief is that as parents, practitioners, researchers, and educators, we should form partnerships within communities in order to facilitate personal choice, self-determination, and the social, educational, and economic welfare of all children, especially those with special needs as they transition into adulthood.

Education

• UNH Franklin Pierce School of Law

  JD, Law

  1993 — 1996

• UMass Boston

  BA, American History (United States)

  1989 — 1992

• Somerville High School

  H.S.

  1984 — 1988

Skills

• Personal Tax Planning
• Special Education Advocacy
• Adult Education
• Estate Planning
• Tax Preparation
• Business Tax Planning
• Nonprofits
• Small Business
• Special Education
• Financial Accounting
• Community Outreach
• Small Business Tax
• Program Development
• Teaching
• Trusts
• Research