Key Takeaways: Facing financing options and challenges as a small business owner can be daunting. From managing cash flow to navigating tax obligations, financial struggles,
Key Takeaways: Navigating the financial landscape as a small business can be daunting. From cash flow management to budget planning, the complexities can overwhelm even
Key Takeaways: Did you know that 40% of Americans don’t have enough savings, or retirement planning, to cover a $400 emergency? Starting your journey toward
Key Takeaways: Recognizing the call to seek financial guidance and investments for your small business can be the difference between stagnation and growth. Knowing when
Key Takeaways: Small businesses often struggle with financial decisions, bookkeeping, startup costs, and cash flow problems, relying on guesswork to navigate complex money matters. However,
Key Takeaways: Navigating the financial landscape can be daunting for small businesses. From managing cash flow to optimizing tax strategies, sound financial guidance is key
Key Takeaways: Did you know that a staggering 20% of small businesses, often started by entrepreneurs, fail within their first year? Financial mismanagement plays a
Key Takeaways: Running a small business can be an exhilarating journey filled with passion and ambition. However, amidst the excitement of pursuing your dreams, it’s
Key Takeaways: Selecting prospective advisors, such as investment advisers, who align with your small business goals is crucial for success. Selecting prospective advisors, such as
Key Takeaways: In the realm of small business, the line between success and failure often boils down to financial acumen. Expert financial guidance can be
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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