
Financial Assessment for Business
The #1 Reason Small Businesses Fail Financial Assessments
A lot of small firms find it difficult to monitor cash flow, which can make it difficult to meet bills or even plan for expansion.

A lot of small firms find it difficult to monitor cash flow, which can make it difficult to meet bills or even plan for expansion.
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.


