A business can be profitable on paper but still have cash flow problems when it has money tied up in unpaid bills, slow sales, or
Key Takeaways Don’t Commingle Personal And Business Funds – Avoid commingling funds by using separate bank accounts to keep your finances in order and tax
Key Takeaways Clear Action Business Advisors connects small businesses with experienced consultants who can help them navigate financial obstacles, optimize cash flow, and increase profitability.
Walnut Creek, California, is a thriving city located in the San Francisco Bay Area. Known for its picturesque landscapes, high quality of life, and a
Key Takeaways: Financial consulting can address cash flow problems, budgeting challenges, and declining profit margins. Lack of financial clarity and frequent financial mistakes signal the
Key Takeaways: In the realm of business, financial health, profit, money management skills, and personal finances stand as cornerstones for success. Understanding these common money
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
Key Takeaways: Small business owners, are you tired of feeling stuck in the same place? It’s time to stop spinning your wheels and start gaining
Key Takeaways: Struggling to navigate your financial landscape? You’re not alone. Many individuals find themselves grappling with critical financial problems, from budgeting woes to investment
Key Takeaways: Understanding the importance of financial roadblock solutions is crucial for anyone facing cash flow challenges. These solutions offer a lifeline to individuals and
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.
