Key Takeaways When you hire a virtual CFO, you receive high-level financial leadership, strategic foresight, and risk mitigation — without the overhead of a full-time
Key Takeaways You get the strategic financial expertise without the permanent overhead of a full-time executive, and this model is super efficient and scalable to
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 For businesses, financial consulting is a high-demand value-add service that dramatically improves financial outcomes. It delivers professional advice specifically focused on each firm’s
Key Takeaways Financial consulting equips small businesses with customized strategies to overcome specific challenges, improve operational efficiency, and boost profitability. Often, it provides the best
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
Key Takeaways: Navigating economic downturns can be challenging, but mastering cash flow management is key to weathering the storm successfully. By implementing these practical tactics
Key Takeaways: Want to supercharge your small business growth? Learn how to work effectively with your CPA to boost your business to new heights. Discover
Key Takeaways: Did you know that a substantial 70% of businesses grapple with various challenges? The key to overcoming these obstacles may be embracing CFO
Key Takeaways: Prepare to elevate your business’s financial strategy to new heights. In the ever-evolving and inventive landscape of Silicon Valley, selecting the right outsourced
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.
