Key Takeaways You can overcome financial roadblocks such as debt overload, income disruption, and poor cash flow with careful assessment, practical budgeting, and consistent monitoring
Key Takeaways: In the labyrinth of personal or business finance, navigating unforeseen challenges often requires the steady guidance of a seasoned professional. Whether you find
Key Takeaways: In the rapidly evolving realm of finance, the year 2024 emerges as a pivotal moment, marked by a confluence of technological advancements 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.
