Key Takeaways Identifying the subtle symptoms of lost control is important to businesses. Adopting a step-by-step, structured approach can help business owners incrementally regain control
Key Takeaways By keeping an eye on cash flow, margins, debt, and customer concentration, you can detect early financial drift and respond before things get
When revenue is up, but cash is tight, you’re in the classic business predicament that so many businesses encounter as they scale. High sales figures
Key Takeaways Consider your financial preparedness, your business valuation, your succession plan, and your timeline control in order to establish a solid exit strategy foundation.
Key Takeaways Getting to grips with your business’s specific financial requirements is key to determining whether you should pursue DIY financial management or professional consulting.
Key Takeaways: Tax Mistakes Are Costly: 60% of small businesses make tax errors that hurt their finances, but they’re avoidable with the right planning. Common
Key Takeaways: Ensuring the financial health of your business is paramount for its longevity and success. However, it can be challenging to recognize when your
Key Takeaways: Recognizing the call to seek financial guidance and investments for your small business can be the difference between stagnation and growth. Knowing when
Key Takeaways: In the world of business, success often hinges on the ability to identify and capitalize on opportunities that others may overlook. This is
Key Takeaways: Do you own a new business and want to make sure you have enough money? Do you want to know how managing your
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.
