With 27 years of experience—23 years in public accounting and 3 years in private industry – Joel has shown multiple proficiencies and become an exceptionally well-rounded CPA. His credentials include:

  • BS in Accounting and Finance, UC Berkeley,

  • Masters in Taxation, Golden Gate University,

  • Certified Public Accountant (CPA), and

  • Certified Management Accountant (CMA).

Joel has helped clients with their tax planning and compliance issues throughout his career for all forms of business entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants, Tax Exempt Entities, and many others.

Joel is a current member of the CFO Project, whereupon he focuses on helping business owners understand their financial data and guides them towards having a growing and more profitable businesses.

Joel is an active member of the Institute of Management Accountants and has served as past president of the San Francisco Chapter. He is also a member of Business Networking International.

“As a CFO, my role is to be a trusted guide.  I am here to help my clients understand their financial data, interpret it, and use it to steer them through the volatility, uncertainty, complexity, and ambiguity.  I provide them with one clear path towards having a growing and more profitable business."

~ Joel S. Smith, CPA

Take home more money

Finally have clear direction

Enjoy your business again


"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."

Harry Fegan
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."

Darren Chan

"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."

Jason Giaimo
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!"

Angie Monette
Administration & Org. Dev.

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