
What Does Your Historical Data Say About What Is Realistic?
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

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

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: Looking to scale your business but not sure where to start? Hiring a business growth advisor can be a game-changer, but there are

Key Takeaways: Looking to navigate the maze of growth strategies for your small business? Choosing the right growth strategy advisor can be a game-changer. In

Key Takeaways: Finding the right financial coach for your small business is crucial for its success. With so many offers available, it can be overwhelming

What does ‘good’ goal implementation look like in a small business? It means setting clear, actionable steps to reach those targets and regularly checking in
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.


