Are you relying on gut feel rather than actual results to make decisions? Too many professionals default to gut when results are actually accessible, resulting
It means leveraging your numbers to prioritize among competing priorities. I lay out explicit numbers, such as the expected value, payback time in months, and
Every business owner wants to set goals that inspire growth. The challenge is knowing whether those goals are actually achievable. It’s easy to look at
Setting goals is one of the most common pieces of business advice you will ever hear. Every January, after every quarterly review, or whenever your
Setting financial goals is easy. Following through on them every day is much harder. Many business owners create annual revenue targets, profit objectives, or expense
Setting ambitious goals can inspire your team and push your business toward meaningful growth. However, ambition without a realistic understanding of your current capacity often
Setting yearly goals is one of the most important exercises for any business owner. Yet many businesses still rely on broad objectives like “increase sales,”
How forecast clarity helps steady, confident growth. Forecast clarity is clear, timely, and testable expectations for demand, revenue, and capacity that teams rely on. Clear
How do better forecasts help you control risk? They increase capital allocation with better demand and price estimates, reduce downside risk by indicating probable stress
A lot of forecasts fail before the quarter is over because they make static assumptions out of incomplete data. Forecast models rely on trends and
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.
