
The #1 Reason Small Businesses Fail Financial Assessments
A lot of small firms find it difficult to monitor cash flow, which can make it difficult to meet bills or even plan for expansion.

A lot of small firms find it difficult to monitor cash flow, which can make it difficult to meet bills or even plan for expansion.

To address the question ‘is your business healthy? 5 metrics you should know’ is to see actual data that reflects how your business operates and

Taking a closer look at your expenses, income, and assets will identify patterns or expenses that could hamper your strategy. Easy audits, such as tracking
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.


