A chief financial officer (CFO) helps with mergers and acquisitions (M&A), succession, and exit by guiding the money side, checking the value of deals, and
Businesses can be operated without the owner when obvious systems, reliable employees, and good processes are established. Most owners discover that work comes to a
Why execution fails absent a measurable plan is that teams don’t have clear steps, goals, and means of measuring progress. When plans don’t use numbers
By aligning financial resources with your growth goals, I mean matching the way you use money to what you want to accomplish as a business
At Clear Action Business Advisors, we see firsthand that business accountability is about really knowing who is driving the results. In almost all work clusters,
5 metrics that keep you focused on what matters provide specific means to measure progress and eliminate clutter in information-intensive work. Focusing on these key
Clear Action Business Advisors understands why so many small businesses struggle to execute their plans, and how to help owners finally move from ideas to
Financial strategy in the real world means deciding how to allocate money, time, and skills to achieve well-defined objectives. Individuals and teams employ things like
Use your business roadmap to highlight the path and big steps for growth, not just a to-do list. Roadmap teams use plans and goals to
What distinguishes budgeting from strategic planning is purpose and time frame. Budgeting determines how much will come in and out over a defined period, typically
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.
