It means leveraging your numbers to prioritize among competing priorities. I lay out explicit numbers, such as the expected value, payback time in months, and
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 financial goals is easy. Following through on them every day is much harder. Many business owners create annual revenue targets, profit objectives, or expense
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 Defining your “unit” the same way every time helps you make better decisions and makes your financial analysis accurate and comparable across time
About how to set financial targets that actually drive behavior, meaning clear, simple goals that people can act on immediately. Good targets correspond to genuine
Key Takeaways: Looking to unlock financial success for your business? Wondering how a CFO can help you thrive? Well, you’re in the right place! A
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.
