When a financial strategy really works, it pairs real goals to clear plans, uses numbers to direct decisions, and remains adaptable in a shifting marketplace.
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 Here’s what you should anticipate your fractional CFO to do during your first 90 days. This crisp roadmap allows you to track progress
Key Takeaways When you hire a virtual CFO, you receive high-level financial leadership, strategic foresight, and risk mitigation — without the overhead of a full-time
Key Takeaways You should consider outsourced CFO support if you notice reactive financial decision-making, unpredictable cash flow, or your growth is outpacing your current financial
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: In today’s fiercely competitive business landscape, gaining a strategic edge is vital for success. Outsourced CFO services play a pivotal role in this
Key Takeaways: Fractional CFOs, also known as Chief Financial Officers, wield significant influence in guiding businesses through the intricate maze of finance. Operating on a
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.
