What does that look like in terms of a smooth transition for your team and clients? For your clients, those early communications and candid measures
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
What does ‘good’ goal implementation look like in a small business? It means setting clear, actionable steps to reach those targets and regularly checking in
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.
