JANET L. SMITH

SENIOR ADMINISTRATIVE SPECIALIST

Janet is a Senior Administrative Specialist with SSB. She provides administrative support and performs administrative duties, including processing client financial statements, business valuations and other client documents for final presentation. Janet oversees the maintenance and retention of electronic and physical client documents. 

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4 min read

How to Grow Your Post-Tax Net Worth

There’s a point where increasing income stops being the main lever.

Most business owners hit it at some stage. Revenue...

4 min read

Records Retention: What to Keep, What to Toss and Why It Matters

With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...

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