Key Takeaways You can achieve a smooth business exit by shifting your mindset from founder to seller, preparing emotionally and strategically for the transition, and
Key Takeaways Small businesses succeed through financial consulting. From enhancing fiscal sustainability to managing regulatory burdens and fulfilling future infrastructure plans, financial consultants offer customized,
Key Takeaways: Recognizing the call to seek financial guidance and investments for your small business can be the difference between stagnation and growth. Knowing when
Key Takeaways: Small businesses often struggle with financial decisions, bookkeeping, startup costs, and cash flow problems, relying on guesswork to navigate complex money matters. However,
Key Takeaways: Selecting prospective advisors, such as investment advisers, who align with your small business goals is crucial for success. Selecting prospective advisors, such as
Key Takeaways: Are you tired of financial headaches and missed opportunities in your small business? Choosing a CPA who truly understands your unique needs could
Key Takeaways: Tired of navigating the complex world of finance alone? You’re not alone. Many young professionals and people find themselves grappling with financial decisions,
Key Takeaways: Starting or growing a small business often requires expert financial guidance from good finance coaches and advisors. Selecting the right financial coach and
Key Takeaways: Seeking financial advice from investment advisers can be a game-changer for your finances and business. Whether you choose to work with a traditional
Key Takeaways: In the labyrinth of personal or business finance, navigating unforeseen challenges often requires the steady guidance of a seasoned professional. Whether you find
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.
