A chief financial officer (CFO) helps with mergers and acquisitions (M&A), succession, and exit by guiding the money side, checking the value of deals, and
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 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 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
Key Takeaways You get the strategic financial expertise without the permanent overhead of a full-time executive, and this model is super efficient and scalable to
Key Takeaways Determine which model best fits your present and future needs. Fractional CFOs offer flexibility and targeted expertise for specific initiatives or expansion stages,
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.
