Joel Chamberlain

CPA for Entrepreneurs and Partner at Financial Solution Advisors, PLLC.

Role
Founding Member & Partner at Financial Solution Advisors
Location
Jacksonville, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Joel Chamberlain

Joel C. Chamberlain, a third-generation Jacksonville resident, is a founding member at Financial Solution Advisors, PLLC, where he delivers tailored tax planning, preparation, and consulting services to middle-market companies across diverse industries. His expertise extends to business and individual financial planning; healthcare consulting; cloud-based accounting systems, accounting process optimization; trust and generational planning; and helping not-for-profit organizations to have a greater impact in the communities they serve.Joel founded Chamberlain & Associates in 2001, before establishing Financial Solution Advisors, PLLC. His vision is to provide holistic, client-focused financial services, leveraging a talented team and cutting-edge cloud accounting technology. Understanding that the best client service is only possible with the best people working together, Joel works continuously to ensure a best-place-to-work environment. The firm’s workplace has been honored with accolades from local and national publications every year since 2014.A passionate community leader, Joel is a founding member of the Band of Brothers, a group of business leaders focused on providing career advancement and training to survivors of human trafficking. He serves as Board Treasurer of the Joseph & Gertrude Larose Foundation, which has provided over $2 million in funding to non-profit organizations on the First Coast. He also serves as the sergeant of arms for the Ponte Vedra Beach Rotary club.He previously served a variety of for-profit and non-profit organizations on the First Coast, including:Episcopal Children’s ServicesHappy Brew Coffee ShopRethreadedUSO of Greater JacksonvilleProject SOS – Boys & Girls Club of Northeast FloridaAmerican Enterprise Bank of Florida (currently Ameris Bank)Spina Bifida of JacksonvilleLeukemia & Lymphoma SocietyHe is a licensed Certified Public Accountant in the State of Florida, holds the Personal Financial Planning Specialist designation with the AICPA, and has his Series 65 designation with the North American Securities Administrators Association. In 2014, he was recognized by the Jacksonville Business Journal as one of Northeast Florida’s top 40 leaders under 40.

Experience

  1. Founding Member & Partner

    Financial Solution Advisors

    Nov 2001 — Present · Jacksonville, FL, US

    Joel is a founding member and partner with the firm (formerly Chamberlain & Associates) while providing tax planning, preparation, and consulting services. Financial Solution Advisors, PLLC represents a variety of high net worth families and middle market companies in a variety of industries. Joel\'s other areas of focus include real estate deal analysis, health care consulting, cloud based accounting system and process efficiency, business and individual financial planning, assisting clients with trusts and other generational planning vehicles, and helping not-for-profit organizations to have a greater impact in the communities they serve.

Education

  • University of Florida

    Bachelor of Science in Business Administration, Accounting

    1994 — 1999

  • University of North Florida

    Master of Accountancy, Accounting

    1999 — 2000

Skills

  • Financial Planning
  • Financial Analysis
  • Irs Audit Representation
  • Financial Advisory
  • Trusts
  • Financial Planners
  • Sales Tax
  • Internal Controls
  • Estate Planning
  • Accounts Payable
  • Financial Reporting
  • Management Consulting
  • Cash Flow
  • Financial Statements
  • Gaap
  • Strategic Financial Planning
  • Tax Advisory
  • Small Business
  • Business Analysis
  • Homeowner Association Management
  • Estate Tax Planning
  • Tax Accounting
  • Auditing
  • Cpa
  • Payroll Taxes
  • Corporate Tax
  • Forensic Accounting
  • Quickbooks
  • Accounting Applications
  • Tax Preparation
  • Financial Accounting
  • Accounting
  • Tax Returns
  • Llc
  • Tax
  • Income Tax
  • Irs
  • Sec Filings
  • General Ledger
  • Tax Research

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