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: 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: Managing the finances of a small business can often be overwhelming and chaotic, leading to inefficiencies and missed opportunities. However, the expertise of
Key Takeaways: Cash flow forecasting estimates future cash inflows and outflows to ensure financial stability. Small businesses rely on accurate forecasts to avoid the cash
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.
