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
Here’s how to benchmark your financials against industry standards to compare your core numbers like revenue, costs, and margin to trusted industry data. A lot
About knowing how your business makes and spends money, and what that means for growth. Your P&L is income, costs and profit, it gives you
To address the question ‘is your business healthy? 5 metrics you should know’ is to see actual data that reflects how your business operates and
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
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.
