Financial insight is more than simply understanding numbers on a balance sheet or income statement—it is the ability to interpret what those numbers reveal about
Key Takeaways Defining your “unit” the same way every time helps you make better decisions and makes your financial analysis accurate and comparable across time
About knowing how your business makes and spends money, and what that means for growth. Your P&L is income, costs and profit, it gives you
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.
