Key Takeaways: Start early with tax planning to avoid mistakes and maximize savings. Keep accurate records for smooth filing and to reduce audit risks. Work
Key Takeaways Identify your small business’s financial needs. It’s important to clearly express what your business needs from a financial consultant. Know what you need
Key Takeaways: Identifying your business’s specific tax needs is the foundation of effective tax planning. Define short- and long-term tax goals that align with your
Key Takeaways: Are you tired of financial headaches and missed opportunities in your small business? Choosing a CPA who truly understands your unique needs could
Key Takeaways: Want to supercharge your small business growth? Learn how to work effectively with your CPA to boost your business to new heights. Discover
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.
