
The CFO’s Guide To Hitting Strategic Milestones
At Clear Action Business Advisors, we work closely with CFOs and leadership teams who want to turn strategy into measurable progress. The CFO’s guide to

At Clear Action Business Advisors, we work closely with CFOs and leadership teams who want to turn strategy into measurable progress. The CFO’s guide to

Turning vision into action in a business usually means your CFO has to shepherd the plan from concept to concrete steps. At Clear Action Business

Key Takeaways: Did you know that a staggering 20% of small businesses, often started by entrepreneurs, fail within their first year? Financial mismanagement plays a

Key Takeaways: Running a small business can be an exhilarating journey filled with passion and ambition. However, amidst the excitement of pursuing your dreams, it’s
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.


