Key Takeaways Once you recognize the different roles of a fractional CFO versus a CPA, you can match your organization’s financial leadership to its strategic
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: Exploring the ROI of CPA services for small businesses: is it worth the investment? In today’s competitive landscape, maximizing every dollar spent is
Key Takeaways: Small businesses often face numerous financial challenges, from managing cash flow to navigating tax regulations. In such complex financial landscapes, Certified Public Accountants
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.
