Our FIRM

Our TEAMPrepared to Serve You

Our TEAM at Oles + Associates works together to provide exceptional services.  Our goal is YOUR success.  With our leadership, we will guide you toward your goals, ultimately improving your business and personal lives. 

While technical proficiency is paramount, so is our dedication to quality client service.

Our team is professional but approachable. Friendly, we are, but be assured we will be straight forward when warranted. We sincerely care about finding the best and most appropriate solution to your financial concerns.  You are the center of our business and your satisfaction and success is our primary focus.

 

JOEL F. OLES, CPA, Principal

EDUCATION AND PROFESSIONAL BACKGROUND

Bachelor of Business Administration, Ohio University
Certified Public Accountant - State of Ohio
Certified Public Accountant - State of Florida
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Florida Institute of Certified Public Accountants

During his over forty year career, Joel has handled a wide variety of management, service and audit engagements in many industries including retailing, wholesale distribution, construction, manufacturing, not for profit, and service related clients.  Joel has had extensive experience with school district auditing and GAAP based financial statements.

Joel is a former member of the Board of Education of Southwestern City School District.  He is also active in many civic and community affairs.  He is past president of the Sertoma Speech & Hearing Center of Grove City, Ohio and served as Finance Board President of Our Lady of Perpetual Help Church.  He is a past member of the Business & Industry Council of Southwestern City Schools, past treasurer of the Southwestern City Schools Educational Foundation and Distinguished Service Award recipient for his work on the Citizens Financial Advisory Committee, an advisory group which reviews all the financial aspects of the Southwestern City School District.

 

BRIAN J. OLES, CPA,  Manager

EDUCATION AND PROFESSIONAL BACKGROUND

Bachelor of Science in Business Administration, Miami University
Master of Accountancy, Miami University
Certified Public Accountant - State of Ohio
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants

Brian has over 10 years experience in auditing and attest engagements including SEC, not-for-profit and corporate accounting engagements.  Industry experience includes mutual funds, mining, construction, and distribution, wholesaling and service companies.  Current responsibilities include controllership, audit and review engagement management functions.  He was formerly employed with Ernst & Young LLP in the Columbus, Ohio office.

 

SANDRA K. STAATS-MONROE, CPA,  Manager

EDUCATION AND PROFESSIONAL BACKGROUND

Bachelor of Science in Accounting, Franklin University
Certified Public Accountant - State of Ohio
Ohio Society of Certified Public Accountants

Sandra has previously worked for Coopers & Lybrand LLP and has 27 years of accounting and tax experience.  Sandra is in charge of the accounting department of the firm where she has responsibility for review and compilation engagements. She has extensive experience in real estate, distribution, medical industries while at the same time has prepared business valuations and extensive work in projections and tax engagements.

 

ADELE L. HALL, Firm Administrator

EDUCATION AND PROFESSIONAL BACKGROUND

Bachelor of Arts in Accounting, Otterbein University

Adele is the Firm Administrator for Oles + Associates. She is responsible for the human resource and financial management of the firm as well as consulting services in these areas for our clients. With 35 years of experience in the financial services industry, Adele began with Oles & Associates in 1992 as a paraprofessional and assumed the Firm Administrator duties in 1998.

She is a member of the Association of Accounting Administration and holds a membership in the Ohio Society of Certified Public Accountants.

Areas of Specialization:

  • Human Resources
  • Payroll
  • Bookkeeping software consultation