
What’s Hiding In Your Financials? How To Find Out
Hidden trends and risks come in financials small changes in numbers or patterns that most users miss at first glance. How to discover what’s hiding

Hidden trends and risks come in financials small changes in numbers or patterns that most users miss at first glance. How to discover what’s hiding

Key Takeaways: Small businesses often face challenges in managing their finances effectively, including bookkeeping mistakes, bank accounts, financial statements, and accounting systems. In the realm
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.


