Financial assessments are the first step toward growth because they show the real state of business money health and give a clear map for next
Key Takeaways By keeping an eye on cash flow, margins, debt, and customer concentration, you can detect early financial drift and respond before things get
Cash flow forecasting provides a transparent sightline into when cash enters and leaves, allowing you to identify holes and prevent cash deficits. Budgeting demonstrates what
To spot hidden profit leaks, you must examine where cash just flows away for no apparent reason. These leaks tend to hide in little, overlooked
Key Takeaways Here’s what you should anticipate your fractional CFO to do during your first 90 days. This crisp roadmap allows you to track progress
Key Takeaways Small businesses succeed through financial consulting. From enhancing fiscal sustainability to managing regulatory burdens and fulfilling future infrastructure plans, financial consultants offer customized,
Key Takeaways Clear Action Business Advisors connects small businesses with experienced consultants who can help them navigate financial obstacles, optimize cash flow, and increase profitability.
Key Takeaways: Tax planning is a continuous process that enhances financial health and sustainability. Proactive strategies help minimize tax liabilities and optimize financial resources. Significant
Key Takeaways: Tax planning is essential for maximizing profits, minimizing liabilities, and ensuring compliance. Optimized cash flow allows startups to reinvest savings into growth and
Key Takeaways Proactive exit strategy planning increases your business’s value by attracting better buyers and giving you more leverage in negotiations, especially in the competitive
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.
