Key Takeaways Once you recognize the different roles of a fractional CFO versus a CPA, you can match your organization’s financial leadership to its strategic
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 deliver tailored advice that unlocks instant gains. What’s more, they drive long-term strategic value too, typically providing much more than
Key Takeaways Business advisory services provide in-depth knowledge. They foster data-driven decision-making, proactive strategy development, and better performance as your company grows and evolves through
Key Takeaways Business advisory services offer proven, personalized approaches. These are the strategies that most successful U.S. companies use to scale operations, increase profitability and
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 Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best
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 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 Create an exit strategy, even if you’re not planning to retire anytime soon. This will not only prepare your business for unplanned events
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.
