Key Takeaways Before you sign a business advisory contract in the U.S., thoroughly vet the advisor’s credibility, industry experience, and track record to ensure they
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 For businesses, financial consulting is a high-demand value-add service that dramatically improves financial outcomes. It delivers professional advice specifically focused on each firm’s
Key Takeaways Early exit planning is essential for California entrepreneurs to maximize business value, attract buyers, and safeguard their financial future in a highly competitive
Key Takeaways: Want to supercharge your small business growth? Learn how to work effectively with your CPA to boost your business to new heights. Discover
Key Takeaways: Ever wondered what sets successful businesses apart from new entrants? It all boils down to one crucial element: a robust growth strategy with
Key Takeaways: Want to take your business to the next level but unsure how to pick the perfect growth strategy that aligns with your current
Key Takeaways: Small business owners, are you tired of feeling stuck in the same place? It’s time to stop spinning your wheels and start gaining
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: In the dynamic landscape of small business, the pursuit of sustainable profitability is a perpetual challenge. Whether you’re a budding entrepreneur or an
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.
