Key Takeaways By keeping an eye on cash flow, margins, debt, and customer concentration, you can detect early financial drift and respond before things get
Cash flow consultants can bring remarkable clarity to how small businesses manage their money. They provide guidance on keeping cash moving, handling bill payments, and
Key Takeaways: Ensuring the financial health of your business is paramount for its longevity and success. However, it can be challenging to recognize when your
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.
