Key Takeaways: Financial coaching for small businesses is crucial for navigating the complexities of managing finances effectively, including profitability, money, and cash. This simple step-by-step
Key Takeaways: Financial coaching helps small businesses seize significant opportunities by equipping them with the necessary money and insurance. By providing tailored guidance, financial coaches
Key Takeaways: A profit-focused business plan is crucial for the success of any startup or established company. It serves as a roadmap, guiding entrepreneurs and
Key Takeaways: Financial roadblocks can significantly impact the growth and success of small businesses. Overcoming these challenges is crucial for long-term sustainability. Small business owners
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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