Key Takeaways You will sidestep expensive mistakes by understanding how ego, illusions of control, and optimism bias prevent you from getting help. Introspection is key
Key Takeaways Identifying the subtle symptoms of lost control is important to businesses. Adopting a step-by-step, structured approach can help business owners incrementally regain control
Key Takeaways Start by taking an honest inventory of your business’s financial situation, market position, team morale, and your own capacity. Build a sustainable turnaround
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.
