
The CFO’s Playbook: Secrets To Achieving Financial Excellence
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: 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.


