Key Takeaways Once you recognize the different roles of a fractional CFO versus a CPA, you can match your organization’s financial leadership to its strategic
Key Takeaways You should consider outsourced CFO support if you notice reactive financial decision-making, unpredictable cash flow, or your growth is outpacing your current financial
Key Takeaways: Is your small business struggling to keep up with its bookkeeping demands regularly? It might be time for an upgrade. In this article,
Key Takeaways: As tax season looms on the horizon, small business owners find themselves immersed in the annual ritual of navigating complex tax codes, compliance
Key Takeaways: Choosing the right accounting service, including CPA firms and tax advisors, is crucial for small businesses seeking sustainable growth. Finding a partner that
Key Takeaways: In today’s fiercely competitive business landscape, gaining a strategic edge is vital for success. Outsourced CFO services play a pivotal role in this
Key Takeaways: About The San Francisco Bay Area And The Importance of Accurate Bookkeeping for Small Businesses In the bustling San Francisco Bay Area, accurate
Key Takeaways: About The San Francisco Bay Area And An Overview About Small Business Financial Services The San Francisco Bay Area, nestled in northern California,
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.
