
What Does Your Historical Data Say About What Is Realistic?
Every business owner wants to set goals that inspire growth. The challenge is knowing whether those goals are actually achievable. It’s easy to look at

Every business owner wants to set goals that inspire growth. The challenge is knowing whether those goals are actually achievable. It’s easy to look at

Setting ambitious goals can inspire your team and push your business toward meaningful growth. However, ambition without a realistic understanding of your current capacity often

Accurate reports help set goals you can actually reach by illuminating clear facts about what is happening in the present. Such reports provide concrete figures,

What does ‘good’ goal implementation look like in a small business? It means setting clear, actionable steps to reach those targets and regularly checking in
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.


