Most businesses generate more financial data than they can realistically process daily. Bank statements, profit-and-loss reports, balance sheets, payroll records, invoices, accounts receivable reports, accounts
5 metrics that keep you focused on what matters provide specific means to measure progress and eliminate clutter in information-intensive work. Focusing on these key
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.
