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
By leveraging smarter cost management, better process flows, and clear value tracking. You maintain your quality and trust by selecting the appropriate equipment and properly
Cash flow consultants can bring remarkable clarity to how small businesses manage their money. They provide guidance on keeping cash moving, handling bill payments, and
Progress and contentment connection means your reliable revenue tends to pair with not as much tension in day-to-day work. When you know your business generates
To spot hidden profit leaks, you must examine where cash just flows away for no apparent reason. These leaks tend to hide in little, overlooked
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 Here’s what you should anticipate your fractional CFO to do during your first 90 days. This crisp roadmap allows you to track progress
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 When you hire a virtual CFO, you receive high-level financial leadership, strategic foresight, and risk mitigation — without the overhead of a full-time
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
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.
