
What Does Your Historical Data Say About What Is Realistic?
Every business owner wants to set goals that inspire growth. The challenge is knowing whether those goals are actually achievable. It’s easy to look at

Every business owner wants to set goals that inspire growth. The challenge is knowing whether those goals are actually achievable. It’s easy to look at

Setting goals is one of the most common pieces of business advice you will ever hear. Every January, after every quarterly review, or whenever your

Setting financial goals is easy. Following through on them every day is much harder. Many business owners create annual revenue targets, profit objectives, or expense

Setting ambitious goals can inspire your team and push your business toward meaningful growth. However, ambition without a realistic understanding of your current capacity often

Setting yearly goals is one of the most important exercises for any business owner. Yet many businesses still rely on broad objectives like “increase sales,”
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.


