Why Aeria Financial?
I started Aeria Financial because I wanted to build something meaningful—something that could grow into a well-established business while maintaining the values that matter to me.
Those values are simple:
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I believe trust is earned through consistent actions and doing what you say you'll do.
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I don't believe in simply getting the job done. I strive to do great work and continually improve.
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Your financial information is important. My goal is to become someone you can rely on and a partner you can feel confident handing your books to.
About Me
Hey, I am Joseph Ulrich. I live in Lindale, Texas, with my wife, Alyssa, and our five kids. Family is incredibly important to me, and I value the time we get to spend together. My family and I are also part of the community at Marvin Methodist Church, where we worship together.
Outside of work, you'll usually find me running, playing golf, or skateboarding with my kids. I enjoy staying active, learning new things, and making the most of time with the people who matter most.
I'm also a lifelong believer in hard work and continual growth. I hold a Master's degree in Accounting from Western Governors University and am currently working toward becoming a Certified Public Accountant (CPA).
More Than Bookkeeping
Your business is your livelihood. You deserve to know that your books are being handled carefully and accurately.
Whether you need ongoing bookkeeping, payroll support, financial reporting, or help getting years of neglected books cleaned up, Aeria Financial is here to provide dependable support and clear financial information.
I'm building Aeria Financial for the long term—and I want every client relationship to reflect the kind of business I'm working to build.
Professional. Personal. Dependable.
That's Aeria Financial.
Start With a Conversation
If you're looking for someone you can trust with your bookkeeping and financial records, I'd love the opportunity to learn about your business and see how Aeria Financial can help.