Key Takeaways Don’t wait for a crisis to do the strategic financial work — reactive leadership is opportunity squandered and organizational self-harm in the making.
Key Takeaways Business advisory services provide knowledge-based, customized assistance. They equip you to tackle multifaceted challenges and act decisively, confidently, and knowledgeably at all stages
Key Takeaways Unlike common conception, business advisory services aren’t just for big businesses. Startups, family businesses, solopreneurs, and non-profits across the U.S. can all benefit
Key Takeaways Business advisory services offer targeted support to entrepreneurs across the United States. This assistance enables them to optimize their strategy, operations, and financial
Key Takeaways Small businesses succeed through financial consulting. From enhancing fiscal sustainability to managing regulatory burdens and fulfilling future infrastructure plans, financial consultants offer customized,
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: Tax planning is essential for maximizing profits, minimizing liabilities, and ensuring compliance. Optimized cash flow allows startups to reinvest savings into growth and
Key Takeaways: Financial consulting helps businesses and individuals achieve financial goals. Professional advice improves decision-making and long-term planning. Key services include tax planning, investment strategies,
Walnut Creek, California, is a thriving city located in the San Francisco Bay Area. Known for its picturesque landscapes, high quality of life, and a
Key Takeaways: Financial Consultants Provide Strategic Expertise: They analyze data, identify trends, and offer recommendations to enhance business success. Benefits Include Improved Decision-Making and Efficiency:
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.
