Key Takeaways: In the realm of small business finance, the first coaching session sets the stage for a transformative journey of financial advice, financial knowledge,
Key Takeaways: Starting or growing a small business often requires expert financial guidance from good finance coaches and advisors. Selecting the right financial coach and
Key Takeaways: Small businesses face numerous financial challenges, and the need for expert guidance and time is more critical than ever. Financial coaching provides invaluable
Key Takeaways: Ever wondered how some small businesses flourish while others struggle to stay afloat in their financial future? It all comes down to personal
Key Takeaways: Money management is the cornerstone of any thriving business. Effective business finance strategies are pivotal in making strategic decisions and achieving stability, while
Key Takeaways: Ever wondered how small business owners can effectively manage their financial management amidst the myriad of challenges they face? Discover the key financial
Key Takeaways: Did you know that 82% of small businesses fail due to financial challenges, specifically cash flow problems? To achieve financial success and overcome
Key Takeaways: Financial roadblocks can significantly impede the growth and success of entrepreneurs. Understanding the importance of addressing these challenges is crucial for their long-term
Key Takeaways: Did you know that a substantial 70% of businesses grapple with various challenges? The key to overcoming these obstacles may be embracing CFO
Key Takeaways: In the ever-changing San Francisco startup scene, emerging businesses face a unique set of obstacles. Though their innovative ideas and entrepreneurial spirit drive
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.
