Key Takeaways: Ever wondered how financial advisement could be tailored to your unique needs with guidance for making informed decisions? Imagine having a roadmap designed
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: In today’s world, women are taking charge of their financial futures and living more than ever before. The historical context of women and
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,
Key Takeaways: Delving into the advantages of wealth planning and wealth management for high-net-worth individuals is like uncovering hidden treasure in a vast sea. Picture
Key Takeaways: Considering financial advisement might seem daunting, but for millennials, it’s a game-changer. While many young adults navigate the complexities of personal finance independently,
Key Takeaways: Did you know that many Americans have small amounts saved for retirement, and need to save more for their children? It’s a startling
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: In the dynamic landscape of small business ownership, navigating the intricacies of financial management is often a challenging endeavor. The article, “How Financial
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.
