Key Takeaways: Did you know that a staggering 20% of small businesses, often started by entrepreneurs, fail within their first year? Financial mismanagement plays a
Key Takeaways: Running a small business can be an exhilarating journey filled with passion and ambition. However, amidst the excitement of pursuing your dreams, it’s
Key Takeaways: Selecting prospective advisors, such as investment advisers, who align with your small business goals is crucial for success. Selecting prospective advisors, such as
Key Takeaways: In the realm of small business, the line between success and failure often boils down to financial acumen. Expert financial guidance can be
Key Takeaways: For small business owners, understanding tax obligations is crucial. Proper accounting advice from an accountant can make a significant difference in navigating the
Key Takeaways: Unravel the key to small business finance health with effective budgeting basics and accounting strategies. Dive into practical insights designed to fortify your
Key Takeaways: In the dynamic landscape of small business ownership, navigating the intricacies of financial management is often a challenging endeavor. The article, “How Financial
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: 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: Small businesses often face significant financial challenges that can hinder their growth and success. From managing cash flow to securing funding, these obstacles
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.
