
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

Key Takeaways: Prepare to elevate your business’s financial strategy to new heights. In the ever-evolving and inventive landscape of Silicon Valley, selecting the right outsourced
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.


