Taking a closer look at your expenses, income, and assets will identify patterns or expenses that could hamper your strategy. Easy audits, such as tracking
Key Takeaways: In the realm of business, financial health, profit, money management skills, and personal finances stand as cornerstones for success. Understanding these common money
Key Takeaways: In today’s fast-paced business landscape, prioritizing the financial health of your company is crucial for long-term success. By focusing on maintaining a robust
Key Takeaways: Ever wondered how a company’s financial well-being impacts its growth and profitability? The strength of a business’s financial health plays a pivotal 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.
