
How To Overcome Common Small Business Financial Roadblocks
Key Takeaways: Addressing financial roadblocks is crucial for the success and growth of small businesses. Many entrepreneurs face challenges in managing their finances, which can

Key Takeaways: Addressing financial roadblocks is crucial for the success and growth of small businesses. Many entrepreneurs face challenges in managing their finances, which can

Key Takeaways: Discover effective strategies, gain insights, and learn valuable tips to overcome financial challenges in small businesses. Navigating common roadblocks can be daunting for

Key Takeaways: In the ever-evolving arena of modern business, achieving financial prosperity is not merely an aspiration; it’s an absolute imperative. In this dynamic landscape,

Key Takeaways: Have you ever found yourself at a crossroads in your business journey, yearning for the wisdom and financial prowess of a Chief Financial

Key Takeaways: Fractional CFOs, also known as Chief Financial Officers, wield significant influence in guiding businesses through the intricate maze of finance. Operating on a

Key Takeaways: Fractional CFOs, also referred to as part-time CFOs or fractional chief financial officers, have gained significant popularity among businesses seeking financial expertise without

Key Takeaways: Do you own a new business and want to make sure you have enough money? Do you want to know how managing your

Key Takeaways: Are there possible investing possibilities that you’re missing out on? Your ability to manage financial flow may hold the key. Effective cash flow

Key Takeaways: Struggling to keep your business going? Ever wondered why some companies do well while others barely survive? Well, here’s the secret: effective cash

Key Takeaways: Are you grappling with the constant concern of maintaining sufficient funds to meet your supplier obligations? Are you stuck in an unending cycle
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.


