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 Business advisory services offer valuable expertise that extends well beyond band-aid solutions. They assist you in approaching complicated operational, financial, and strategic issues
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: Curious about what a business growth advisory partnership can bring to the table? Wondering how it could propel your company to new heights?
Key Takeaways: Ever wondered how planting a seed today can lead to a bountiful harvest tomorrow with potential? The same principle applies. From building a
Key Takeaways: Profit is a crucial factor in the success of any business. Understanding the power of profit can lead to sustainable growth. It goes
A successful, growing business is one that knows how to successfully implement goals. A stuck business finds it difficult to move forward. For U.S. firms,
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.
