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 yearly goals is one of the most important exercises for any business owner. Yet many businesses still rely on broad objectives like “increase sales,”
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
When a financial strategy really works, it pairs real goals to clear plans, uses numbers to direct decisions, and remains adaptable in a shifting marketplace.
Key Takeaways Small businesses succeed through financial consulting. From enhancing fiscal sustainability to managing regulatory burdens and fulfilling future infrastructure plans, financial consultants offer customized,
Key Takeaways Don’t Commingle Personal And Business Funds – Avoid commingling funds by using separate bank accounts to keep your finances in order and tax
Key Takeaways: Choosing the right business structure impacts tax planning, liability protection, and business growth. Different structures have unique tax obligations, including pass-through taxation and
Key Takeaways: Poor cash flow management can threaten business stability, but consultants help optimize payment processes and build cash reserves. A lack of clear budgeting
Key Takeaways: Running a business in today’s complex, ever-evolving market can be challenging, especially without the expertise of a Business Growth Advisory. Many businesses struggle
Key Takeaways: Did you know that 40% of Americans don’t have enough savings, or retirement planning, to cover a $400 emergency? Starting your journey toward
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.
