
10 Reasons Why Small Businesses Need Financial Coaching Now
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: 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

Key Takeaways: Did you know that 82% of small businesses fail due to financial challenges, specifically cash flow problems? To achieve financial success and overcome

Key Takeaways: In the world of business, effective finance management, cost control, and investment are the cornerstones of success. Accounting software plays a crucial role
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.


