Cash flow consultants can bring remarkable clarity to how small businesses manage their money. They provide guidance on keeping cash moving, handling bill payments, and
Cash flow forecasting provides a transparent sightline into when cash enters and leaves, allowing you to identify holes and prevent cash deficits. Budgeting demonstrates what
Key Takeaways Clear Action Business Advisors connects small businesses with experienced consultants who can help them navigate financial obstacles, optimize cash flow, and increase profitability.
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
Key Takeaways: Tired of navigating the complex world of finance alone? You’re not alone. Many young professionals and people find themselves grappling with financial decisions,
Key Takeaways: Considering financial advisement might seem daunting, but for millennials, it’s a game-changer. While many young adults navigate the complexities of personal finance independently,
Key Takeaways: Struggling to navigate your financial landscape? You’re not alone. Many individuals find themselves grappling with critical financial problems, from budgeting woes to investment
Key Takeaways: Small business owners often encounter financial challenges. However, by implementing effective financial coaching strategies for business and personal finances, these obstacles can be
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: Did you know that 82% of small businesses fail due to financial challenges, specifically cash flow problems? To achieve financial success and overcome
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.
