Financial assessments are the first step toward growth because they show the real state of business money health and give a clear map for next
Key Takeaways You can repair systemic fissures in the financial system by cultivating long-term investment, encouraging competition, and embracing responsible regulation for a more resilient
Key Takeaways You can overcome financial roadblocks such as debt overload, income disruption, and poor cash flow with careful assessment, practical budgeting, and consistent monitoring
Key Takeaways By keeping an eye on cash flow, margins, debt, and customer concentration, you can detect early financial drift and respond before things get
Key Takeaways: Looking to boost your business’s financial health? Wondering how to enhance profitability through effective cost-management strategies? Dive into our latest blog post for
Key Takeaways: When it comes to managing finances, small businesses often face the dilemma of whether to handle bookkeeping internally or outsource professional assistance for
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
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: 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: About The San Francisco Bay Area And The Importance of Accurate Bookkeeping for Small Businesses In the bustling San Francisco Bay Area, accurate
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.
