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: Discover why bookkeeping services play a vital role in ensuring small business compliance and facilitating auditing processes. With meticulous record-keeping and financial documentation,
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.
