Financial assessments are the first step toward growth because they show the real state of business money health and give a clear map for next
Here’s how to benchmark your financials against industry standards to compare your core numbers like revenue, costs, and margin to trusted industry data. A lot
Profitability begins with better financial visibility; after all, you can’t make smart business choices without clear figures. When you view your revenues, expenses, and comparable
Key Takeaways When you hire a virtual CFO, you receive high-level financial leadership, strategic foresight, and risk mitigation — without the overhead of a full-time
Key Takeaways: Business financial consulting helps companies overcome financial challenges and optimize performance. Expert consultants enhance cash flow management by identifying inefficiencies and implementing strategic
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.
