Profitability begins with better financial visibility; after all, you can’t make smart business choices without clear figures. When you view your revenues, expenses, and comparable
Key Takeaways Business advisory services provide in-depth knowledge. They foster data-driven decision-making, proactive strategy development, and better performance as your company grows and evolves through
Key Takeaways Business advisory services offer proven, personalized approaches. These are the strategies that most successful U.S. companies use to scale operations, increase profitability and
Key Takeaways: Financial roadblocks can significantly impact the growth and success of small businesses. Overcoming these challenges is crucial for long-term sustainability. Small business owners
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.
