Hidden trends and risks come in financials small changes in numbers or patterns that most users miss at first glance. How to discover what’s hiding
5 cash flow mistakes that trip up business owners and freelancers. You could identify late payments, inadequate expense tracking, or overforecasting future sales in your
Key Takeaways Choosing business advisory services specific to your industry will help you create positive change and growth. It’s the option that leads to better
Key Takeaways Proactive exit strategy planning increases your business’s value by attracting better buyers and giving you more leverage in negotiations, especially in the competitive
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.
