Being the biggest bottleneck in your financial growth means your own habits, choices, or mindset hold back your progress more than outside factors. Most individuals
Habits that keep owners stuck in the weeds are daily routines or mindsets that cause you to micromanage and lose sight of the big picture.
Owner-dependence operational bottlenecks in small businesses are slowdowns or halts in daily work due to only the owner being able to do certain key work
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.
