Key Takeaways You should thoroughly verify the qualifications, certifications, and relevant experience of any exit planning service provider to ensure they are equipped to handle
Key Takeaways You can achieve a smooth business exit by shifting your mindset from founder to seller, preparing emotionally and strategically for the transition, and
Key Takeaways You risk significant financial loss and unnecessary stress by neglecting a structured exit plan, which can impact both your business valuation and your
Key Takeaways: Taxable income is the portion of income that is subject to tax after deductions and exemptions. Smart tax planning can reduce your taxable
Key Takeaways: Smart tax planning can increase profit margins by up to 15%. Income deferral techniques lower current tax bills by deferring earnings to a
Key Takeaways Proactive tax planning is essential for minimizing liabilities, ensuring legal compliance, and supporting your business’s financial health and growth. Make the most of
Key Takeaways: Start early with tax planning to avoid mistakes and maximize savings. Keep accurate records for smooth filing and to reduce audit risks. Work
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 Identify your small business’s financial needs. It’s important to clearly express what your business needs from a financial consultant. Know what you need
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,
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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