
Why Do Owners Set Goals They Never Reach?
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 goals is one of the most common pieces of business advice you will ever hear. Every January, after every quarterly review, or whenever your

Many businesses today are surrounded by more data than at any point in history, yet they still struggle to translate that information into meaningful, consistent

Red flags that your business goal implementation plan is flawed often show up as missed deadlines, vague roles, or unclear steps for progress. In San
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.


