
Are You Making These Common Small Business Money Mistakes? A Financial Consultant Can Fix Them
Key Takeaways Don’t Commingle Personal And Business Funds – Avoid commingling funds by using separate bank accounts to keep your finances in order and tax

Key Takeaways Don’t Commingle Personal And Business Funds – Avoid commingling funds by using separate bank accounts to keep your finances in order and tax

Key Takeaways For businesses, financial consulting is a high-demand value-add service that dramatically improves financial outcomes. It delivers professional advice specifically focused on each firm’s

Key Takeaways Clear Action Business Advisors connects small businesses with experienced consultants who can help them navigate financial obstacles, optimize cash flow, and increase profitability.

Key Takeaways Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best

Hiring a business goal implementation consultant in San Francisco provides a great return on investment. Individuals and teams will become champions of beating the clock,

The answer is yes, at least among teams in the Bay Area, because like most teams, they overcomplicate their business goal implementation. They often manufacture

What does ‘good’ goal implementation look like in a small business? It means setting clear, actionable steps to reach those targets and regularly checking in

Key Takeaways: About The San Francisco Bay Area And Understanding Profit Maximization The San Francisco Bay Area, commonly referred to as the Bay Area, stands

Clear Action Business Advisors uses goal implementation to help clients shine by setting clear steps, tracking progress, and showing wins in ways that stand out

These can range from vague or nonexistent implementation plans, to delayed team acceptance, to lack of resources, poor tracking, and fast-moving market changes. These hurdles
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.


