Monthly reporting makes it easier for people and teams to identify patterns in spending, income, and saving, which encourages predictable habits. With numbers reported every
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.
