A chief financial officer (CFO) helps with mergers and acquisitions (M&A), succession, and exit by guiding the money side, checking the value of deals, and
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
Financial strategy in the real world means deciding how to allocate money, time, and skills to achieve well-defined objectives. Individuals and teams employ things like
A CFO creates strategic focus for small teams by setting clear goals, sharing key data, and shaping simple plans that fit the team’s size and
CPA vs. CFO assessment: the difference comes down to the core job and the skills they need. A CPA, or Certified Public Accountant, checks numbers,
Key Takeaways Your business gains the affordability and flexibility of a part-time CFO, acquiring expert financial guidance without the expense of a full-time executive salary.
Key Takeaways Once you recognize the different roles of a fractional CFO versus a CPA, you can match your organization’s financial leadership to its strategic
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 Determine which model best fits your present and future needs. Fractional CFOs offer flexibility and targeted expertise for specific initiatives or expansion stages,
Key Takeaways: In the exhilarating journey of entrepreneurship, there comes a pivotal moment when your startup begins to take flight. Your vision has caught the
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.
