Key Takeaways Proactive tax planning is essential for minimizing liabilities, ensuring legal compliance, and supporting your business’s financial health and growth. Make the most of
Key Takeaways: Start early with tax planning to avoid mistakes and maximize savings. Keep accurate records for smooth filing and to reduce audit risks. Work
Key Takeaways Identify your small business’s financial needs. It’s important to clearly express what your business needs from a financial consultant. Know what you need
Key Takeaways Cash flow is the term used to describe the flow of money into and out of a business. Understanding this movement is key
Key Takeaways Don’t Commingle Personal And Business Funds – Avoid commingling funds by using separate bank accounts to keep your finances in order and tax
Key Takeaways For businesses, financial consulting is a high-demand value-add service that dramatically improves financial outcomes. It delivers professional advice specifically focused on each firm’s
Key Takeaways Clear Action Business Advisors connects small businesses with experienced consultants who can help them navigate financial obstacles, optimize cash flow, and increase profitability.
Key Takeaways Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best
Key Takeaways: Maximize Deductions & Credits: Reduce taxable income with eligible expenses and tax credits. Utilize Section 179 Deduction: Deduct the full cost of qualifying
Key Takeaways: Business tax planning helps entrepreneurs minimize liabilities and maximize profits. Different tax types (income, payroll, sales) impact financial obligations based on location and
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.
