Key Takeaways Determine which model best fits your present and future needs. Fractional CFOs offer flexibility and targeted expertise for specific initiatives or expansion stages,
Key Takeaways You can use a fractional CFO to obtain expert financial advice, strategic planning, and actionable insights without paying for the overhead of a
Key Takeaways Business advisory services deliver tailored advice that unlocks instant gains. What’s more, they drive long-term strategic value too, typically providing much more than
Key Takeaways You’re going to want business advisory services that are a step above boilerplate advice. These specialists will work with you to deliver continuous,
Key Takeaways Business advisory services provide in-depth knowledge. They foster data-driven decision-making, proactive strategy development, and better performance as your company grows and evolves through
Key Takeaways Business advisory services offer proven, personalized approaches. These are the strategies that most successful U.S. companies use to scale operations, increase profitability and
Key Takeaways A financial consultant walks small business owners through the process of developing a personalized retirement plan. They tie business targets to personal financial
Key Takeaways Small businesses succeed through financial consulting. From enhancing fiscal sustainability to managing regulatory burdens and fulfilling future infrastructure plans, financial consultants offer customized,
Key Takeaways Small business financial consulting from Clear Action Business Advisors provides personalized guidance to help small business owners enhance profitability and tackle financial challenges
Key Takeaways Cash flow is the term used to describe the flow of money into and out of a business. Understanding this movement is key
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.
