Setting yearly goals is one of the most important exercises for any business owner. Yet many businesses still rely on broad objectives like “increase sales,”
Most business owners are constantly surrounded by numbers, but not all of them are useful for decision-making. Revenue reports, expense breakdowns, payroll summaries, sales dashboards,
Understanding your financial data helps reduce owner overload by making work transparent and straightforward. Owners who pay attention to their numbers can identify cash flow
To address the question ‘is your business healthy? 5 metrics you should know’ is to see actual data that reflects how your business operates and
Key Takeaways: Navigating through economic downturns in the business landscape requires a strategic approach backed by insightful data. Understanding the key performance indicators (KPIs) that drive effective decision-making
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.
