A lot of small firms find it difficult to monitor cash flow, which can make it difficult to meet bills or even plan for expansion.
Key Takeaways: Declining revenue trends signal deeper issues like shrinking demand, pricing problems, or operational inefficiencies. Increasing customer payment delays drain cash reserves and stress
Key Takeaways: Cash flow forecasting helps businesses plan for incoming and outgoing cash, ensuring liquidity for daily operations and future investments. Accurate forecasting prevents 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.
