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 Business advisory services offer valuable expertise that extends well beyond band-aid solutions. They assist you in approaching complicated operational, financial, and strategic issues
Key Takeaways Unlike common conception, business advisory services aren’t just for big businesses. Startups, family businesses, solopreneurs, and non-profits across the U.S. can all benefit
Key Takeaways Proactive tax planning is essential for minimizing liabilities, ensuring legal compliance, and supporting your business’s financial health and growth. Make the most of
Key Takeaways: Small business owners often encounter financial challenges. However, by implementing effective financial coaching strategies for business and personal finances, these obstacles can be
Key Takeaways: Discover effective strategies, gain insights, and learn valuable tips to overcome financial challenges in small businesses. Navigating common roadblocks can be daunting for
These can range from vague or nonexistent implementation plans, to delayed team acceptance, to lack of resources, poor tracking, and fast-moving market changes. These hurdles
Key Takeaways: Cash flow forecasting predicts a business’s future cash inflows and outflows to ensure financial stability. Accurate forecasting requires tracking current income, projecting expenses,
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.
