Repeat spending trends, overlooked fees, and small but steady outflows you might not spot at a glance are all examples of the hidden cash patterns
To use financial data to make smarter decisions is to use figures and patterns from money reports to inform decisions in work or life. They
Key takeaways: In the fast-paced and complex world of small business operations, managing finances effectively can be a daunting task for many entrepreneurs. That’s why
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.
