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 Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best
Key Takeaways: Financial coaching for small businesses is crucial for navigating the complexities of managing finances effectively, including profitability, money, and cash. This simple step-by-step
Key Takeaways: In the world of business, effective finance management, cost control, and investment are the cornerstones of success. Accounting software plays a crucial role
Key Takeaways: In the world of business, success often hinges on the ability to identify and capitalize on opportunities that others may overlook. This is
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.
