Planning for uncertainty: financial strategy in a volatile market means building a plan that can handle fast shifts in trends and prices. Markets dart this
7 financial strategy mistakes owners make include not having clear goals, not tracking spending well, or missing the moment to pivot. Owners sometimes respond late
About why businesses without financial strategies stall out. Absent rules for budgets or cash flow, leaders can overlook early indicators of trouble. Teams might not
To build a strategic plan that aligns with your cash flow means setting clear steps and goals that match the money coming in and going
When a financial strategy really works, it pairs real goals to clear plans, uses numbers to direct decisions, and remains adaptable in a shifting marketplace.
What we seek in a business financial checkup is a transparent examination of cash flow, profit, loss, debt and the status of important accounts. Good
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
A lot of small firms find it difficult to monitor cash flow, which can make it difficult to meet bills or even plan for expansion.
CPA vs. CFO assessment: the difference comes down to the core job and the skills they need. A CPA, or Certified Public Accountant, checks numbers,
Financial assessments are the first step toward growth because they show the real state of business money health and give a clear map for next
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.
