Key Takeaways: Ever wondered how some small businesses flourish while others struggle to stay afloat in their financial future? It all comes down to personal
Key Takeaways: Money management is the lifeblood of any successful business. It can be worth the time and expense to properly manage your business finances.
Key Takeaways: Seeking financial advice from investment advisers can be a game-changer for your finances and business. Whether you choose to work with a traditional
Key Takeaways: The connection between money management and customer satisfaction in business is fundamental for bank profitability. Satisfied customers play a crucial role in the
Key Takeaways: Money management is the cornerstone of any thriving business. Effective business finance strategies are pivotal in making strategic decisions and achieving stability, while
Key Takeaways: Did you know that a staggering 82% of businesses fail due to financial difficulties and money mistakes, which lead to poor cash flow
Key Takeaways: Ever wondered how small business owners can effectively manage their financial management amidst the myriad of challenges they face? Discover the key financial
Key Takeaways: Did you know that 82% of small businesses fail due to financial challenges, specifically cash flow problems? To achieve financial success and overcome
Key Takeaways: In the world of business, effective finance management, cost control, and investment are the cornerstones of success. Accounting software plays a crucial role
Key Takeaways: In difficult economic times, effective budget management and strategic planning are crucial for businesses to navigate cash flow problems and sustain operations. 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.
About
Clear Action Business Advisors is the top outsourced CFO and CPA firm in the SF Bay Area. We empower businesses owners with expert financial strategies, tailored corrective action plans, and comprehensive financial assessments to enhance operational efficiency and secure future growth.
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