Who is Bennett Financials, really?

And what about us is different from the 138,000 other tax planning and CFO firms in the US?

At Bennett Financials, our purpose goes far beyond numbers and balance sheets. We see the heart-wrenching reality of businesses crumbling within their first five years, often due to mismanagement of cash flow. These aren’t just statistics; these are dreams shattered, families impacted, and lives changed. Our mission is born from this stark reality, and our resolve is to ensure that you keep more of your hard-earned money and steer clear of the pitfalls that lead to bankruptcy. We don’t want you to be part of that grim statistic. We want you to succeed, to thrive, and to realize your dreams.

I’m Arron Bennett, the Owner and CEO, and I’ve seen these challenges up close. What sets us apart is not just our expertise but our revolutionary and compassionate approach to financial success. We’ve saved our clients over $15 million in taxes, managing $50 million in annual revenue. Our partnership with you is about more than money; it’s about understanding your vision, aligning with your goals, and being a trusted ally in your journey to success. At Bennett Financials, we’re not just here to manage your finances; we’re here to be a part of your story.

Sure, we could bore you and focus on stats like having over 35 years of experience, or that we’ve worked with over 600 other entrepreneurs globally, or even that we’ve been featured in national publications like StarTribune Business.

But honestly that seems a bit too much like what the other 138,000 firms might do.

We’d rather lead with our why and our ethos, and let you decide if we’re the kind of folks you’d trust to manage your money and help you grow.

We are intensely committed to both our mission and metrics.

We believe in radical transparency.

We favor autonomy and take ownership.

We believe our best perk is amazing people.

We dare to be different and question the status quo.

Meet Our Team

Arron plays a major role in client acquisition, as well as planning, implementation, managing and running of all the finance activities for his clients, including business planning, budgeting, forecasting and negotiations.

Prior to becoming an entrepreneur he led an impressive career, helping over 600 businesses remain profitable by optimizing their cash flows, decreasing their tax liability, and properly organizing and analyzing their financial data.

In his spare time, Arron mentors start up entrepreneurs in accounting at GigLoft, a non-profit organization. He holds a Bachelor of Science Degree from Swinburne University and is a certified Profit First Professional.

Megan is a co-owner of Bennett Financials and joins the team with over 10 years of supervisory management experience.

An expert in efficiency and organization, Megan streamlines client communication, reporting, and all internal processes to ensure productivity and client satisfaction.

Megan earned a Master’s Degree in Social Work from the University of Tennessee, is altruistic and a future world-changer.

Joe joins the team with over 14 years of financial management and accounting experience.

He is experienced in multiple facets of business taxation, including payroll and benefits, commercial activity, sales, property, and business activity in multiple states.

Joe not only serves as a CPA for Bennett Financials, but also as a resource for our clients in the areas of financial reporting, planning, budgeting, analysis, and forecasting.

Adam is a certified Profit First Professional. He joined Bennett Financials in 2021 as our Junior CFO and Tax Planner, and brings a variety of financial experience to the team.

Prior to joining Bennett Financials, Adam worked extensively in the housing and real estate markets.

Adam has multiple degrees in Security Engineering, Sociology, and Criminal Justice.

Jela is experienced in all facets of accounting services and bookkeeping management, including accounts receivable, accounts payable, entry recording, processing payments, preparing financial statements, and performing monthly reconciliations.

We are delighted to have her on the team, and are confident that our clients will appreciate her attention to detail and friendly demeanor.

Abrielle joins our team as a client support specialist with over 10 years of experience addressing customer requests and concerns.

He is a proactive resolution expert who is upbeat, energetic, and resourceful, and we’re delighted to have him on our team.

Abrielle has Bachelor of Science degrees in both Information Technology and Physical Therapy.

Vincent has over 6 years of experience in bookkeeping and accounting. He holds certifications as both a Xero Proadvisor and for Quickbooks International.

He is a dedicated and detail-oriented bookkeeper, skilled in analyzing accounts, preparing financial reports and account reconciliation, all while meeting tight deadlines.

Vincent holds a Bachelor of Science degree in Accounting and has attained a CPA license in the Philippines.

Reshell is an accounting professional with over 4 years of solid work experience in service-based companies.

She is a Quickbooks Online expert with a specific talent for handling general accounting for small to medium US enterprises.

Reshell holds a Bachelor of Science degree in Accounting and has attained a CPA license in the Philippines.

Nelia is a highly experienced accounting and bookkeeping professional for many different types of businesses; large, small, and even non-profit.

She holds a Master’s Degree in Business Administration, Bachelor of Science degrees in both Accounting and Political Science, and a certification as a teacher.

Nelia also holds her CPA license in the Philippines.