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January 30, 2025
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Joel is a seasoned CPA with 27 years of experience, specializing in outsourced CFO services. With a BS in Accounting and Finance from UC Berkeley and a Master’s in Taxation from Golden Gate University, he is also a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across various industries, including real estate, construction, automotive sales, professional services, and restaurants. As a member of the CFO Project, he helps business owners make sense of their financial data, paving the way for growth and profitability. He is also an active member of the Institute of Management Accountants (past president of the San Francisco Chapter) and Business Networking International (BNI).
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.
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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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