
Customized Financial Strategies: How Advisement Tailors To Your Unique Needs
Key Takeaways: Ever wondered how financial advisement could be tailored to your unique needs with guidance for making informed decisions? Imagine having a roadmap designed
Key Takeaways: Ever wondered how financial advisement could be tailored to your unique needs with guidance for making informed decisions? Imagine having a roadmap designed
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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