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
Key Takeaways By keeping an eye on cash flow, margins, debt, and customer concentration, you can detect early financial drift and respond before things get
Key Takeaways You need a corrective action plan to get those operational problems under control, minimize compliance risks, and keep your organization on the right
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.
