The answer is yes, at least among teams in the Bay Area, because like most teams, they overcomplicate their business goal implementation. They often manufacture
Key Takeaways: Ever wondered how financial advisement could be tailored to your unique needs with guidance for making informed decisions? Imagine having a roadmap designed
Key Takeaways: Tired of navigating the complex world of finance alone? You’re not alone. Many young professionals and people find themselves grappling with financial decisions,
Key Takeaways: Small business owners, are you tired of feeling stuck in the same place? It’s time to stop spinning your wheels and start gaining
Key Takeaways: In today’s world, women are taking charge of their financial futures and living more than ever before. The historical context of women and
Key Takeaways: Ever wondered how to navigate the complex world of personal finance, financial planning, and wealth management with confidence? In today’s rapidly changing economy,
Key Takeaways: Delving into the advantages of wealth planning and wealth management for high-net-worth individuals is like uncovering hidden treasure in a vast sea. Picture
Key Takeaways: Considering financial advisement might seem daunting, but for millennials, it’s a game-changer. While many young adults navigate the complexities of personal finance independently,
Key Takeaways: Did you know that many Americans have small amounts saved for retirement, and need to save more for their children? It’s a startling
Key Takeaways: Struggling to navigate your financial landscape? You’re not alone. Many individuals find themselves grappling with critical financial problems, from budgeting woes to investment
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
