Financial strategy in the real world means deciding how to allocate money, time, and skills to achieve well-defined objectives. Individuals and teams employ things like
Use your business roadmap to highlight the path and big steps for growth, not just a to-do list. Roadmap teams use plans and goals to
Key Takeaways Start by taking an honest inventory of your business’s financial situation, market position, team morale, and your own capacity. Build a sustainable turnaround
A business can be profitable on paper but still have cash flow problems when it has money tied up in unpaid bills, slow sales, or
Key Takeaways Determine which model best fits your present and future needs. Fractional CFOs offer flexibility and targeted expertise for specific initiatives or expansion stages,
Key Takeaways: Selecting prospective advisors, such as investment advisers, who align with your small business goals is crucial for success. Selecting prospective advisors, such as
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.
