Key Takeaways: In times of economic uncertainty, avoiding critical mistakes is paramount for businesses, individuals, investors, and recessions. Understanding the top 10 mistakes to sidestep when
Key Takeaways: In difficult economic times, effective budget management and strategic planning are crucial for businesses to navigate cash flow problems and sustain operations. In
Key Takeaways: Financial roadblocks can significantly impact the growth and success of small businesses. Overcoming these challenges is crucial for long-term sustainability. Small business owners
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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