
How To Benchmark Your Financials Against Industry Standards
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

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

Key Takeaways Proactive exit strategy planning increases your business’s value by attracting better buyers and giving you more leverage in negotiations, especially in the competitive

Key Takeaways: Financial consulting can address cash flow problems, budgeting challenges, and declining profit margins. Lack of financial clarity and frequent financial mistakes signal the

Key Takeaways: Ensuring the financial health of your business is paramount for its longevity and success. However, it can be challenging to recognize when your

Key Takeaways: Understanding the key indicators of excellent business financial health is crucial for sustainable growth and success. By analyzing these metrics, businesses can make

Key Takeaways: In times of economic uncertainty, avoiding critical mistakes is paramount for businesses, individuals, investors, and recessions. Understanding the top 10 mistakes to sidestep when

Key Takeaways: In the competitive world of small businesses, having a robust growth strategy is like fuel to a rocket. It propels your company forward,

Key Takeaways: Financial stability is paramount for the success of any small business. However, navigating the complex landscape of managing finances can be challenging. Many

Key Takeaways: Have you ever found yourself at a crossroads in your business journey, yearning for the wisdom and financial prowess of a Chief Financial

Proper goal implementation can turn your vision into revenue. It accomplishes this by providing you with concrete next steps, a way to measure your progress,
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.


