Key Takeaways: Identifying your business’s specific tax needs is the foundation of effective tax planning. Define short- and long-term tax goals that align with your
Key Takeaways: In the intricate world of business finances, small businesses often find themselves at a crossroads when it comes to selecting a certified public
Key Takeaways: About The San Francisco Bay Area And An Overview About Small Business Financial Services The San Francisco Bay Area, nestled in northern California,
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.
