Key Takeaways: In the realm of business, financial health, profit, money management skills, and personal finances stand as cornerstones for success. Understanding these common money
Key Takeaways: Did you know that 40% of Americans don’t have enough savings, or retirement planning, to cover a $400 emergency? Starting your journey toward
Key Takeaways: Tired of navigating the complex world of finance alone? You’re not alone. Many young professionals and people find themselves grappling with financial decisions,
Key Takeaways: In today’s world, women are taking charge of their financial futures and living more than ever before. The historical context of women and
Key Takeaways: Considering financial advisement might seem daunting, but for millennials, it’s a game-changer. While many young adults navigate the complexities of personal finance independently,
Key Takeaways: Struggling to navigate your financial landscape? You’re not alone. Many individuals find themselves grappling with critical financial problems, from budgeting woes to investment
Key Takeaways: Small business owners often encounter financial challenges. However, by implementing effective financial coaching strategies for business and personal finances, these obstacles can be
Key Takeaways: Finding the right financial coach for your small business is crucial for its success. With so many offers available, it can be overwhelming
Key Takeaways: Starting or growing a small business often requires expert financial guidance from good finance coaches and advisors. Selecting the right financial coach and
Key Takeaways: Ever wondered how some small businesses flourish while others struggle to stay afloat in their financial future? It all comes down to personal
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.
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