On-line registration to attend this event is closed.  Walk-in's welcome. Please join us!

Join NARI of Diablo Valley on February 18, 2025 at the monthly Networking/Educational Dinner Mixer Event from 6:00pm to 8:30pm. The event Host is while enjoying food & drink and an educational presentation you do not want to miss! 

FREE Non-member Categories (that have never been chapter members) this month are Handyman Services and Photographers.

EVENT HOST

WEBSITE

EVENT VENUE

1655 Willow Pass Rd. Suite B
Concord, CA 94520
WEBSITE

EDUCATIONAL PRESENTATION INFORMATION

PRESENTER:
Joel S. Smith, MST, CPA, CMA

Mailing Address:
1990 N. California Blvd.,  8th Floor, #1010
Walnut Creek, CA 94596

Concord Office:
2045 Mt. Diablo St Suite 201
Concord, CA 94520
925-289-1160
[email protected]
website

EDUCATIONAL TOPIC: 
"Build It to Sell It - Whether or Not You Intend To"
Many business owners operate day to day without really having a plan in place.  And this lack of planning sets the tone for a business that develops with unintended results. As such, the performance of the business is most often less than optimal.  A business should be built with the end goal in mind. That is why the business should be built to be sold, whether or not that is the ultimate intention.  A business that is built to be sold will provide the following benefits:

ABOUT.......
Payroll, Workers' Comp, HR and Business Consulting Services in Concord.
Experienced PEO professionals at BBSI in Concord, CA have helped hundreds of small to medium size businesses positively impact their company culture and rebuild its strength from the ground up to support a long lasting and successful future. At BBSI they pride themselves in being the "Owner's Advocate" and dedicate their business management solutions to supporting the owner's unique objectives. Not only are they empathetic to their client’s needs, they also strongly align to their clients vision and mission to contribute to their success. Services they offer are Payroll, Human Resources, Workers Compensation, Health Benefits, Staffing & Recruiting, Retirement & 401(K), Risk & Safety, Technology Solutions, and Business Strategy. 

 ABOUT.......
Cash flow and Profit are the lifeblood of your business.  The biggest mistake that business owners make is not utilizing their accounting data to maximize their cash flow and profit.  When used effectively this data is the guiding light for creating a thriving business and realizing their dreams.  Many businesses are created by highly skilled technicians who are very passionate about what they do.  Unfortunately, they rarely pay any attention to the financial data put together by their bookkeepers and CPA’s. The result is their cash flow suffers because they do not know how to effectively leverage their financial reports.  They need someone to interpret the “tea leaves” hidden within their financial statements. At Clear Action Business Advisors their mission is to fix hidden financial roadblocks for owners of small and medium sized businesses and guide them to the cash flow that they need to run their businesses, and the profit they want to enjoy their lives.

ABOUT.......Joel S. Smith, MST, CPA, CMA
With 30 years of experience Joel has become an exceptionally well-rounded CPA.

His credentials include: Consulting Services in Concord

BS in Accounting and Finance, UC Berkeley, 
Master's in Taxation, Golden Gate University, 
Certified Public Accountant (CPA), and Certified Management Accountant (CMA). 

Joel has worked with many 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 providing a clear path towards creating a growing and more profitable business.  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 any volatility, uncertainty, complexity, and ambiguity.  I provide them with one clear path towards having a growing and more profitable business. ~ Joel S. Smith, CPA

AGENDA

6:00pm -6:45pm Networking

6:45pm -7:30pm Chapter Meeting

7:30pm -8:15pm Featured Educational Presentation

8:15 - 8:30pm Adjourn

REGISTER TO ATTEND 
Admission includes food and beverages

For more information please contact:  Christine Walters by e-mail at: [email protected]

Check Out Local Chapter Affiliates Events. Join Any or All of These Chapters as a Secondary Member for only $175.00 Per Chapter.