7 financial strategy mistakes owners make include not having clear goals, not tracking spending well, or missing the moment to pivot. Owners sometimes respond late
About why businesses without financial strategies stall out. Absent rules for budgets or cash flow, leaders can overlook early indicators of trouble. Teams might not
To build a strategic plan that aligns with your cash flow means setting clear steps and goals that match the money coming in and going
When a financial strategy really works, it pairs real goals to clear plans, uses numbers to direct decisions, and remains adaptable in a shifting marketplace.
When revenue is up, but cash is tight, you’re in the classic business predicament that so many businesses encounter as they scale. High sales figures
Key Takeaways Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best
Key Takeaways: Looking to boost your business’s financial health? Wondering how to enhance profitability through effective cost-management strategies? Dive into our latest blog post for
Key Takeaways: Unlock the secrets to deciphering company finances and finance company health with our ultimate guide. Dive into the contrasting worlds of profit and
Key Takeaways: Navigating through economic downturns in the business landscape requires a strategic approach backed by insightful data. Understanding the key performance indicators (KPIs) that drive effective decision-making
Key Takeaways: Financial coaching helps small businesses seize significant opportunities by equipping them with the necessary money and insurance. By providing tailored guidance, financial coaches
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.
