Key Takeaways You can set yourself a more stable long-term plan by defining profit targets and using profitability insights to inform your financial planning and
What distinguishes budgeting from strategic planning is purpose and time frame. Budgeting determines how much will come in and out over a defined period, typically
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.
