Accurate reports help set goals you can actually reach by illuminating clear facts about what is happening in the present. Such reports provide concrete figures,
Key Takeaways You can deepen investor trust and sustain growth by focusing on high-quality, sustainable earnings, not just short-term profits. Separating recurring from non-recurring revenue
Key Takeaways: Running a small business requires juggling multiple responsibilities, and often, financial management can become overwhelming. As your business grows, it becomes increasingly important
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.
