Use your business roadmap to highlight the path and big steps for growth, not just a to-do list. Roadmap teams use plans and goals to
When you’re ready to implement your business goals, follow a few straightforward steps to get started. Make sure these steps are tailored to your business
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.
