Red flags that your business goal implementation plan is flawed often show up as missed deadlines, vague roles, or unclear steps for progress. In San
Key Takeaways: Proactive Financial Tool: Cash flow forecasting helps businesses predict future cash inflows and outflows, allowing for better financial planning. Forward-Looking Estimates: Unlike profit
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.
