
10 Reasons Why Small Businesses Need Financial Coaching Now
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: 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

Key Takeaways: Outsourced CFO services are sweeping through Contra Costa County, transforming the landscape of small businesses in an unprecedented manner. These financial experts, armed

Key Takeaways: Financial stability is paramount for the success of any small business. However, navigating the complex landscape of managing finances can be challenging. Many
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.


