Taking a closer look at your expenses, income, and assets will identify patterns or expenses that could hamper your strategy. Easy audits, such as tracking
Hidden trends and risks come in financials small changes in numbers or patterns that most users miss at first glance. How to discover what’s hiding
Key Takeaways As a business, can small changes really rescue you? Instead, as we discussed last time, leaders should focus on small improvements to customer
Key Takeaways You should confirm that corrective actions have been fully implemented through systematic inspections and stakeholder involvement as a form of validation. Continued follow-up
Key Takeaways You can repair systemic fissures in the financial system by cultivating long-term investment, encouraging competition, and embracing responsible regulation for a more resilient
Key Takeaways You will sidestep expensive mistakes by understanding how ego, illusions of control, and optimism bias prevent you from getting help. Introspection is key
Key Takeaways Identifying the subtle symptoms of lost control is important to businesses. Adopting a step-by-step, structured approach can help business owners incrementally regain control
Key Takeaways Knowing the difference between corrective action planning and crisis management allows you to cultivate organizational resiliency and better respond to both the regularly
Key Takeaways You can overcome financial roadblocks such as debt overload, income disruption, and poor cash flow with careful assessment, practical budgeting, and consistent monitoring
Key Takeaways Start by taking an honest inventory of your business’s financial situation, market position, team morale, and your own capacity. Build a sustainable turnaround
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.
