
10 Signs Your Business Financial Health Needs Attention
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: 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: Understanding the importance of mastering your finances is crucial for achieving business success. Financial roadblocks can significantly hinder growth and profitability, making it

Key Takeaways: Do you own a new business and want to make sure you have enough money? Do you want to know how managing 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.


