Planning for uncertainty: financial strategy in a volatile market means building a plan that can handle fast shifts in trends and prices. Markets dart this
Key Takeaways: Thriving in Uncertainty: Financial consulting provides businesses with strategies to overcome economic challenges. Economic Uncertainty: Recognizing and understanding uncertainty helps businesses make informed
Key Takeaways: For business owners navigating economic downturns and global disruptions, gaining insights into the economy and potential customers is crucial for future growth. Understanding crisis management
Key Takeaways: Ever wondered how to navigate the complex world of personal finance, financial planning, and wealth management with confidence? In today’s rapidly changing economy,
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.
