A CFO creates strategic focus for small teams by setting clear goals, sharing key data, and shaping simple plans that fit the team’s size and
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
These can range from vague or nonexistent implementation plans, to delayed team acceptance, to lack of resources, poor tracking, and fast-moving market changes. These hurdles
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.
