A lot of small firms find it difficult to monitor cash flow, which can make it difficult to meet bills or even plan for expansion.
When revenue is up, but cash is tight, you’re in the classic business predicament that so many businesses encounter as they scale. High sales figures
Key Takeaways: Navigating through economic downturns in the business landscape requires a strategic approach backed by insightful data. Understanding the key performance indicators (KPIs) that drive effective decision-making
Key Takeaways: Effective cash flow management is the key to business success. It’s not just about tracking money but understanding how funds move within your
Key Takeaways: As a CFO, understanding the financial health and performance of the organization is paramount. Monitoring key financial metrics provides valuable insights that help
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.
