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 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 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 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 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 Business advisory services deliver tailored advice that unlocks instant gains. What’s more, they drive long-term strategic value too, typically providing much more than
Key Takeaways Getting to grips with your business’s specific financial requirements is key to determining whether you should pursue DIY financial management or professional consulting.
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 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 Don’t Commingle Personal And Business Funds – Avoid commingling funds by using separate bank accounts to keep your finances in order and tax
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.
