Financial assessments are the first step toward growth because they show the real state of business money health and give a clear map for next
Key Takeaways: About Walnut Creek, California, And The Key Components of An Effective Cash Flow Forecasting Nestled in the heart of Contra Costa County, Walnut
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.
