Take home more money
Finally have clear direction
Enjoy your business again
There are five challenges facing most businesses...
Challenge #1: The business relies on the owner or it all falls apart
If you're "wearing all the hats" - even hats you don't want to be wearing - you'll never be able to have a scalable business that can run without you.
Challenge #2: The business owner is battling a Catch-22 situation
Here's the Catch-22: You can't grow your business without more money. But, you can't get more money without growing your business.
Challenge #3: The business owner doesn't have a simple way to know what's working and what's not in their business
The typical financial reports are down-right confusing. That's because they're made for accountants - not business owners.
Challenge #4: The business owner does not have clear and measurable goals
How do you know if you're making progress in your business if you don't know where you want to end up?
Challenge #5: The business owner does not have clear direction
There are thousands of things you could be doing each day in your business...
We look at your numbers, help you understand them, and guide you towards the right decision
YOUR One Clear Path
First of all, what is a CFO?
A Chief Financial Officer
A CFO tracks profit and cash flow, analyzes a company’s financial strengths and weaknesses, and proposes corrective actions.
We act as a guide, confident and advisor
We give our clients one clear path to having a growing and more profitable business.
Your CFO will lead you through a clear path - a proven system we've developed.
This system is designed to help you have a growing and more profitable business without stress and overwhelm.
In the first set of steps we'll first help you understand what is helping and what is hurting your efforts at making money.
In the second set of steps we'll help you set clear and measurable targets so that you can experience major growth.
In the third set of steps we'll help you figure out how to hit your targets.
The entire point is for you to go from Point A (having a business that's far from where you'd like) to...
Point B (having a very profitable business that allows you to take home more money).
"As President, trying to personally implement growth and changes within the company, I knew I had to team up with a dedicated and readily available CPA. One that would understand and is comfortable with the in’s and out’s of the new and constant changing tides within growing businesses, as well as adapt, work and grow with us. Joel serves the role of our outsourced tax and accounting department and has been highly responsive and knowledgeable in navigating us through the waters of financial and tax implications."
President of Zimmer Biomet Fegan, Inc.
"Joel is an exceptional engagement manager that knows his accounting. He helped sort out our accounting for our non-profit organization. He has been instrumental in making sure our organization has the necessary information to build tax and financial reporting process. Joel is well qualified in real estate tax issues, small business and corporate tax issues. He’s no joke when it comes to being the nerdy tax guy that knows everything."
"I am a CFO of a small technology firm in San Francisco and have known Joel Smith for well over a decade in both a professional and personal capacity. He has done my small company taxes on numerous occasions and we are very happy with his service. His honesty, deep technical knowledge and savvy small business insights have helped us tremendously."
Owner, Net Gain Business Consultants
"Joel is attentive, responsive, extremely sharp, and an expert in the tax field. Joel and I worked in close contact during an extensive corporate financial review. He was as detailed as an IRS auditor – maybe more so! I would highly recommend Joel to anyone requiring tax support – on a professional or personal level – and will continue to urge my own clients to work with him. Thank you for the quality work, Joel!"
Administration & Org. Dev.