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,
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
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.
