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
Key Takeaways: The connection between money management and customer satisfaction in business is fundamental for bank profitability. Satisfied customers play a crucial role in the
Key Takeaways: Profit is a crucial factor in the success of any business. Understanding the power of profit can lead to sustainable growth. It goes
Key Takeaways: Are you a finance leader looking to navigate the treacherous waters of financial risk? Look no further. As a CFO, your role in
Key Takeaways: As a CFO, understanding the financial health and performance of the organization is paramount. Monitoring key financial metrics provides valuable insights that help
Key Takeaways: The role of the Chief Financial Officer (CFO) has evolved significantly over the years. Today, CFOs are not just number-crunchers and gatekeepers of
Key takeaways: In the fast-paced and complex world of small business operations, managing finances effectively can be a daunting task for many entrepreneurs. That’s why
Key Takeaways: Running a small business requires juggling multiple responsibilities, and often, financial management can become overwhelming. As your business grows, it becomes increasingly important
Key Takeaways: The financial strategy of a small business can make or break its future success. As an entrepreneur, you might have the vision and
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.
