
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.

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: Finding the right financial coach for your small business is crucial for its success. With so many offers available, it can be overwhelming

Key Takeaways: Financial coaching helps small businesses seize significant opportunities by equipping them with the necessary money and insurance. By providing tailored guidance, financial coaches

Key Takeaways: In the realm of small business finance, the first coaching session sets the stage for a transformative journey of financial advice, financial knowledge,

Key Takeaways: Understanding profit is essential for anyone looking to maximize their earnings. In this beginner’s guide, we will delve into the fundamentals of profit
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.


