Are you relying on gut feel rather than actual results to make decisions? Too many professionals default to gut when results are actually accessible, resulting
Metrics indicate whether an idea should be pursued. Metrics that indicate market demand, cost to build, and expected return all provide useful signals. Key metrics
Data reveals whether demand growth has outpaced your operational capacity. Sales trends, customer retention, and unit economics show you where your revenue gains originate and
It means leveraging your numbers to prioritize among competing priorities. I lay out explicit numbers, such as the expected value, payback time in months, and
Every business owner wants to set goals that inspire growth. The challenge is knowing whether those goals are actually achievable. It’s easy to look at
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
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.
