What we seek in a business financial checkup is a transparent examination of cash flow, profit, loss, debt and the status of important accounts. Good
To address the question ‘is your business healthy? 5 metrics you should know’ is to see actual data that reflects how your business operates and
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
Key Takeaways Business advisory services provide knowledge-based, customized assistance. They equip you to tackle multifaceted challenges and act decisively, confidently, and knowledgeably at all stages
Key Takeaways: Proactive Financial Tool: Cash flow forecasting helps businesses predict future cash inflows and outflows, allowing for better financial planning. Forward-Looking Estimates: Unlike profit
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.
