Key Takeaways: In the realm of small business finance, the first coaching session sets the stage for a transformative journey of financial advice, financial knowledge,
Key Takeaways: Starting or growing a small business often requires expert financial guidance from good finance coaches and advisors. Selecting the right financial coach and
Key Takeaways: Small businesses face numerous financial challenges, and the need for expert guidance and time is more critical than ever. Financial coaching provides invaluable
Key Takeaways: Ever wondered how some small businesses flourish while others struggle to stay afloat in their financial future? It all comes down to personal
Key Takeaways: Money management is the lifeblood of any successful business. It can be worth the time and expense to properly manage your business finances.
Key Takeaways: Seeking financial advice from investment advisers can be a game-changer for your finances and business. Whether you choose to work with a traditional
Key Takeaways: The connection between money management and customer satisfaction in business is fundamental for bank profitability. Satisfied customers play a crucial role in the
Key Takeaways: Money management is the cornerstone of any thriving business. Effective business finance strategies are pivotal in making strategic decisions and achieving stability, while
Key Takeaways: Did you know that a staggering 82% of businesses fail due to financial difficulties and money mistakes, which lead to poor cash flow
Key Takeaways: Ever wondered how small business owners can effectively manage their financial management amidst the myriad of challenges they face? Discover the key financial
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.
