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 By bringing on a fractional CFO, you gain access to top-tier financial expertise and advice, without the overhead and commitment of hiring a
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 should consider outsourced CFO support if you notice reactive financial decision-making, unpredictable cash flow, or your growth is outpacing your current financial
Key Takeaways: Importance of Tax Planning: Establish a year-round recordkeeping routine and utilize digital tools for accuracy. Maximizing Deductions: Identify all eligible deductions and maintain
Key Takeaways: Ever wondered how crucial operating cash flow is to a business’s financial well-being, especially for many enterprises with long payment terms? Cash flow
Key Takeaways: Ensuring precise financial information is vital for the health and success of any business. From tracking expenses to analyzing business financials and revenue,
Key Takeaways: Discover why bookkeeping services play a vital role in ensuring small business compliance and facilitating auditing processes. With meticulous record-keeping and financial documentation,
Key Takeaways: In today’s fiercely competitive business landscape, gaining a strategic edge is vital for success. Outsourced CFO services play a pivotal role in this
Key Takeaways: Welcome to the ultimate guide on the 10 key responsibilities of a CFO and their remarkable journey in mastering the art of financial
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.
The Link Between Profitability And Peace Of Mind
5 Common Cash Flow Mistakes (And How To Fix Them)
Need Financial Help?
Sign up now to get the latest news & updates.
© 2015-2025 by Clear Action Business Advisors
