Key Takeaways: More than 60% of businesses face tax penalties each year. Tax professionals help navigate complex tax rules and avoid mistakes. Hiring an expert
Key Takeaways A financial consultant walks small business owners through the process of developing a personalized retirement plan. They tie business targets to personal financial
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Key Takeaways: Business tax planning helps entrepreneurs minimize liabilities and maximize profits. Different tax types (income, payroll, sales) impact financial obligations based on location and
Key Takeaways: Strategic Tax Planning: Enhances cash flow, reduces tax liabilities, and improves profitability. Sustainable Business Growth: Reinvest tax savings to fuel expansion and financial
Key Takeaways: Are you ready to unravel the complexities of real estate tax accounting, and interest? Dive into a comprehensive breakdown that simplifies the intricate
Key Takeaways: Navigating the financial landscape can be daunting for small businesses. From managing cash flow to optimizing tax strategies, sound financial guidance is key
Key Takeaways: Are you tired of financial headaches and missed opportunities in your small business? Choosing a CPA who truly understands your unique needs could
Key Takeaways: Delving into the advantages of wealth planning and wealth management for high-net-worth individuals is like uncovering hidden treasure in a vast sea. Picture
Key Takeaways: Ever wondered how small business owners can effectively manage their financial management amidst the myriad of challenges they face? Discover the key 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.
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