Financial strategy in the real world means deciding how to allocate money, time, and skills to achieve well-defined objectives. Individuals and teams employ things like
A CFO creates strategic focus for small teams by setting clear goals, sharing key data, and shaping simple plans that fit the team’s size and
CPA vs. CFO assessment: the difference comes down to the core job and the skills they need. A CPA, or Certified Public Accountant, checks numbers,
Key Takeaways You can use a fractional CFO to obtain expert financial advice, strategic planning, and actionable insights without paying for the overhead of a
Key Takeaways: Navigating the financial landscape as a small business can be daunting. From cash flow management to budget planning, the complexities can overwhelm even
Key Takeaways: Did you know that a substantial 70% of businesses grapple with various challenges? The key to overcoming these obstacles may be embracing CFO
Key Takeaways: In the vibrant epicenter of innovation, San Jose’s businesses stand at the intersection of financial intricacies and strategic choices. As Silicon Valley’s pulsating
Key Takeaways: In the ever-changing San Francisco startup scene, emerging businesses face a unique set of obstacles. Though their innovative ideas and entrepreneurial spirit drive
Key Takeaways: In the multifaceted realm of startup entrepreneurship, founders often find themselves juggling myriad responsibilities. Whether it’s spearheading cutting-edge technological developments or orchestrating the
Key Takeaways: Prepare to elevate your business’s financial strategy to new heights. In the ever-evolving and inventive landscape of Silicon Valley, selecting the right outsourced
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.
