Setting ambitious goals can inspire your team and push your business toward meaningful growth. However, ambition without a realistic understanding of your current capacity often
How forecasting shapes hiring, expansion, and planning decisions by transforming data into timely moves that reduce expense and danger. Forecasting based on sales trends, churn,
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.
