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We Fix Financial roadblocks for Small Businesses

Get the Cashflow You need to run your business and the Profit you want to enjoy your life

Take home more money

Tak Home More Money

Finally have clear direction

Enjoy your business again

There are five challenges facing most businesses...

your Money Situation Tells a story. We can read that story and and guide you to the right decision

YOUR One Clear Path

Business Meeting

First of all, what is a CFO?

A CFO is a Chief Financial Officer of a company.

A CFO tracks profit and cash flow, analyzes a company’s financial strengths and weaknesses, and proposes corrective actions.

We act as a guide, confident and advisor

We give our clients one clear path to having a growing and more profitable business.


Your CFO will lead you through a clear path - a proven system we've developed.

This system is designed to help you have a growing and more profitable business without stress and overwhelm.

In the first set of steps we'll first help you understand what is helping and what is hurting your efforts at making money.

In the second set of steps we'll help you set clear and measurable targets so that you can experience major growth.

In the third set of steps we'll help you figure out how to hit your targets.

The entire point is for you to go from Point A (having a business that's far from where you'd like) to...

Point B (having a very profitable business that allows you to take home more money).


"As President, trying to personally implement growth and changes within the company, I knew I had to team up with a dedicated and readily available CPA. One that would understand and is comfortable with the in’s and out’s of the new and constant changing tides within growing businesses, as well as adapt, work and grow with us. Joel serves the role of our outsourced tax and accounting department and has been highly responsive and knowledgeable in navigating us through the waters of financial and tax implications."

Harry Fegan
President of Zimmer Biomet Fegan, Inc.

"Joel is an exceptional engagement manager that knows his accounting. He helped sort out our accounting for our non-profit organization. He has been instrumental in making sure our organization has the necessary information to build tax and financial reporting process. Joel is well qualified in real estate tax issues, small business and corporate tax issues. He’s no joke when it comes to being the nerdy tax guy that knows everything."

Darren Chan

"I am a CFO of a small technology firm in San Francisco and have known Joel Smith for well over a decade in both a professional and personal capacity. He has done my small company taxes on numerous occasions and we are very happy with his service. His honesty, deep technical knowledge and savvy small business insights have helped us tremendously."

Jason Giaimo
Owner, Net Gain Business Consultants

"Joel is attentive, responsive, extremely sharp, and an expert in the tax field. Joel and I worked in close contact during an extensive corporate financial review. He was as detailed as an IRS auditor – maybe more so!  I would highly recommend Joel to anyone requiring tax support – on a professional or personal level – and will continue to urge my own clients to work with him. Thank you for the quality work, Joel!"

Angie Monette
Administration & Org. Dev.

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