Key Takeaways: Small businesses often face challenges in managing their finances effectively, including bookkeeping mistakes, bank accounts, financial statements, and accounting systems. In the realm
Key Takeaways: Discover how effective bookkeeping services, financial statements, operational efficiency, and billing, can significantly impact small businesses by maximizing profits and offering advantages. Uncover
Key Takeaways: Navigating the complex world of accounting, professional accountants can be challenging for small business owners. To help you steer clear of common pitfalls,
Key Takeaways: Discover how small businesses can optimize their cash flow management through effective accounting practices and practical tips. By leveraging accounting tools and strategies,
Key Takeaways: Unravel the key to small business finance health with effective budgeting basics and accounting strategies. Dive into practical insights designed to fortify your
Key Takeaways: About Walnut Creek, California, And The Key Components of An Effective Cash Flow Forecasting Nestled in the heart of Contra Costa County, Walnut
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.
Need Financial Help?
Sign up now to get the latest news & updates.
© 2015-2025 by Clear Action Business Advisors
