
How A Financial Assessment Uncovers Your Biggest Opportunities
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
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
Key Takeaways: Are you a finance leader looking to navigate the treacherous waters of financial risk? Look no further. As a CFO, your role in
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.