
How To Align Financial Resources With Your Growth Goals
By aligning financial resources with your growth goals, I mean matching the way you use money to what you want to accomplish as a business

By aligning financial resources with your growth goals, I mean matching the way you use money to what you want to accomplish as a business

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: Ever wondered what sets successful businesses apart from new entrants? It all boils down to one crucial element: a robust growth strategy with

Key Takeaways: Small business owners often encounter financial challenges. However, by implementing effective financial coaching strategies for business and personal finances, these obstacles can be

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

A successful, growing business is one that knows how to successfully implement goals. A stuck business finds it difficult to move forward. For U.S. firms,
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.


