Walnut Creek, California, is a thriving city located in the San Francisco Bay Area. Known for its picturesque landscapes, high quality of life, and a
Key Takeaways: Financial consulting can address cash flow problems, budgeting challenges, and declining profit margins. Lack of financial clarity and frequent financial mistakes signal the
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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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