
Financial Assessment for Business
How To Spot Waste In Your Financial Operations
To identify waste in your financial operations is to identify instances of money, time, or resources that are not optimally used. A lot of firms

To identify waste in your financial operations is to identify instances of money, time, or resources that are not optimally used. A lot of firms

Hidden trends and risks come in financials small changes in numbers or patterns that most users miss at first glance. How to discover what’s hiding
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.


