5 cash flow mistakes that trip up business owners and freelancers. You could identify late payments, inadequate expense tracking, or overforecasting future sales in your
Cash flow forecasting provides a transparent sightline into when cash enters and leaves, allowing you to identify holes and prevent cash deficits. Budgeting demonstrates what
A business can be profitable on paper but still have cash flow problems when it has money tied up in unpaid bills, slow sales, or
Key Takeaways Don’t wait for a crisis to do the strategic financial work — reactive leadership is opportunity squandered and organizational self-harm in the making.
Key Takeaways You need a more active, dynamic style of exit planning that begins from your business’s inception and evolves along with your company and
Key Takeaways Exit planning services are for you if you’re a business owner pondering a change — no matter the size or structure of your
Key Takeaways You risk significant financial loss and unnecessary stress by neglecting a structured exit plan, which can impact both your business valuation and your
Key Takeaways Business advisory services provide knowledge-based, customized assistance. They equip you to tackle multifaceted challenges and act decisively, confidently, and knowledgeably at all stages
Key Takeaways Business advisory services offer valuable expertise that extends well beyond band-aid solutions. They assist you in approaching complicated operational, financial, and strategic issues
Key Takeaways Choosing business advisory services specific to your industry will help you create positive change and growth. It’s the option that leads to better
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.
