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
Key Takeaways: Considering financial advisement might seem daunting, but for millennials, it’s a game-changer. While many young adults navigate the complexities of personal finance independently,
Key Takeaways: Struggling to navigate your financial landscape? You’re not alone. Many individuals find themselves grappling with critical financial problems, from budgeting woes to investment
Key Takeaways: Small business owners often encounter financial challenges. However, by implementing effective financial coaching strategies for business and personal finances, these obstacles can be
Key Takeaways: Finding the right financial coach for your small business is crucial for its success. With so many offers available, it can be overwhelming
Key Takeaways: Starting or growing a small business often requires expert financial guidance from good finance coaches and advisors. Selecting the right financial coach and
Key Takeaways: Ever wondered how some small businesses flourish while others struggle to stay afloat in their financial future? It all comes down to personal
Key Takeaways: Money management is the lifeblood of any successful business. It can be worth the time and expense to properly manage your business finances.
Key Takeaways: Seeking financial advice from investment advisers can be a game-changer for your finances and business. Whether you choose to work with a traditional
Key Takeaways: The connection between money management and customer satisfaction in business is fundamental for bank profitability. Satisfied customers play a crucial role in the
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.
