Use your business roadmap to highlight the path and big steps for growth, not just a to-do list. Roadmap teams use plans and goals to
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
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.
