Hidden trends and risks come in financials small changes in numbers or patterns that most users miss at first glance. How to discover what’s hiding
Profitability begins with better financial visibility; after all, you can’t make smart business choices without clear figures. When you view your revenues, expenses, and comparable
Key Takeaways Your business gains the affordability and flexibility of a part-time CFO, acquiring expert financial guidance without the expense of a full-time executive salary.
Key Takeaways By bringing on a fractional CFO, you gain access to top-tier financial expertise and advice, without the overhead and commitment of hiring a
Key Takeaways Once you recognize the different roles of a fractional CFO versus a CPA, you can match your organization’s financial leadership to its strategic
Key Takeaways You should consider outsourced CFO support if you notice reactive financial decision-making, unpredictable cash flow, or your growth is outpacing your current financial
Key Takeaways: Importance of Tax Planning: Establish a year-round recordkeeping routine and utilize digital tools for accuracy. Maximizing Deductions: Identify all eligible deductions and maintain
Key Takeaways: Ever wondered how crucial operating cash flow is to a business’s financial well-being, especially for many enterprises with long payment terms? Cash flow
Key Takeaways: Ensuring precise financial information is vital for the health and success of any business. From tracking expenses to analyzing business financials and revenue,
Key Takeaways: Discover why bookkeeping services play a vital role in ensuring small business compliance and facilitating auditing processes. With meticulous record-keeping and financial documentation,
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.
