Key Takeaways Start by taking an honest inventory of your business’s financial situation, market position, team morale, and your own capacity. Build a sustainable turnaround
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
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.
