Data trends that let you know your business is going in the right direction. Clear signs are reflected in consistent sales, returning customers, fewer customer
Key Takeaways You can set yourself a more stable long-term plan by defining profit targets and using profitability insights to inform your financial planning and
5 metrics that keep you focused on what matters provide specific means to measure progress and eliminate clutter in information-intensive work. Focusing on these key
To use financial data to make smarter decisions is to use figures and patterns from money reports to inform decisions in work or life. They
Key Takeaways Business advisory services offer targeted support to entrepreneurs across the United States. This assistance enables them to optimize their strategy, operations, and financial
Key Takeaways: Curious about what a business growth advisory partnership can bring to the table? Wondering how it could propel your company to new heights?
Key Takeaways: Curious about the value of investing in business growth advisory services? Wondering if it’s worth the financial commitment? Let’s delve into what industry
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.
