Planning for uncertainty: financial strategy in a volatile market means building a plan that can handle fast shifts in trends and prices. Markets dart this
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
Key Takeaways Knowing the difference between corrective action planning and crisis management allows you to cultivate organizational resiliency and better respond to both the regularly
Key Takeaways You need a corrective action plan to get those operational problems under control, minimize compliance risks, and keep your organization on the right
Key Takeaways Don’t wait for a crisis to do the strategic financial work — reactive leadership is opportunity squandered and organizational self-harm in the making.
Key Takeaways Business advisory services provide knowledge-based, customized assistance. They equip you to tackle multifaceted challenges and act decisively, confidently, and knowledgeably at all stages
Key Takeaways Unlike common conception, business advisory services aren’t just for big businesses. Startups, family businesses, solopreneurs, and non-profits across the U.S. can all benefit
Key Takeaways Business advisory services offer targeted support to entrepreneurs across the United States. This assistance enables them to optimize their strategy, operations, and financial
Key Takeaways Small businesses succeed through financial consulting. From enhancing fiscal sustainability to managing regulatory burdens and fulfilling future infrastructure plans, financial consultants offer customized,
Key Takeaways Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best
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.
