Key Takeaways: Difficulty Monitoring Financial Transactions: Struggling to track payments, invoices, or expenses indicates a need for improved cash flow management and automation. Limited Visibility
Key Takeaways: Cash flow forecasting predicts future cash inflows and outflows to help businesses manage liquidity and prevent cash shortages. The main goal is to
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.
