Separating emotion from fact means using transparent criteria and data to evaluate how you’re doing, not intuition or anxiety. It demands hard numbers, such as
The key metrics are cash flow, return on investment, profit margin, and break-even point. Cash flow shows actual money available for operations and growth. Return
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 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,”
Key Takeaways Unlike common conception, business advisory services aren’t just for big businesses. Startups, family businesses, solopreneurs, and non-profits across the U.S. can all benefit
Key Takeaways Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best
Key Takeaways: In today’s fiercely competitive business landscape, companies that once thrived can quickly find themselves struggling to maintain their market position. Whether it’s due
Key Takeaways: Small businesses often face numerous financial challenges, from managing cash flow to navigating tax regulations. In such complex financial landscapes, Certified Public Accountants
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.
