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
Key Takeaways You can deepen investor trust and sustain growth by focusing on high-quality, sustainable earnings, not just short-term profits. Separating recurring from non-recurring revenue
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.
