Key Takeaways: Poor cash flow management can threaten business stability, but consultants help optimize payment processes and build cash reserves. A lack of clear budgeting
Key Takeaways: Running a business in today’s complex, ever-evolving market can be challenging, especially without the expertise of a Business Growth Advisory. Many businesses struggle
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: First-time small business owners must prioritize accounting and hire an accountant from day one to ensure financial health and success. Proper accounting practices
Key Takeaways: In the competitive world of small businesses, having a robust growth strategy is like fuel to a rocket. It propels your company forward,
Key Takeaways: Entrepreneurial marketing strategies are key. One size does not fit all in the world of entrepreneurship. Tailoring your growth approach, including differentiation strategy
Key Takeaways: Small business owners, are you tired of feeling stuck in the same place? It’s time to stop spinning your wheels and start gaining
Key Takeaways: Finding the right financial coach for your small business is crucial for its success. With so many offers available, it can be overwhelming
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: The connection between money management and customer satisfaction in business is fundamental for bank profitability. Satisfied customers play a crucial role in the
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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