7 financial strategy mistakes owners make include not having clear goals, not tracking spending well, or missing the moment to pivot. Owners sometimes respond late
Key Takeaways You can repair systemic fissures in the financial system by cultivating long-term investment, encouraging competition, and embracing responsible regulation for a more resilient
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 By keeping an eye on cash flow, margins, debt, and customer concentration, you can detect early financial drift and respond before things get
Key Takeaways Identify your small business’s financial needs. It’s important to clearly express what your business needs from a financial consultant. Know what you need
Key Takeaways Don’t Commingle Personal And Business Funds – Avoid commingling funds by using separate bank accounts to keep your finances in order and tax
Key Takeaways: In the realm of business, financial health, profit, money management skills, and personal finances stand as cornerstones for success. Understanding these common money
Key Takeaways: Did you know that 40% of Americans don’t have enough savings, or retirement planning, to cover a $400 emergency? Starting your journey toward
Key Takeaways: Tired of navigating the complex world of finance alone? You’re not alone. Many young professionals and people find themselves grappling with financial decisions,
Key Takeaways: In today’s world, women are taking charge of their financial futures and living more than ever before. The historical context of women 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.
