Joel S Smith

About Joel S Smith

About Clear Action Business AdvisorsCash flow and Profit are the lifeblood of your business.The biggest mistake that business owners make is not utilizing their accounting data to maximize their cash flow and profit. When used effectively this data is the guiding light for creating a thriving business and realizing their dreams.Many businesses are created by highly skilled technicians who are very passionate about what they do. Unfortunately, they rarely pay any attention to the financial data put together by their bookkeepers and CPA’s. The result is their cash flow suffers because they don’t know how to effectively leverage their financial reports.They need someone to interpret the “tea leaves” hidden within their financial statements. Our mission is to fix hidden financial roadblocks for owners of small and medium sized businesses and guide them to the cash flow that they need to run their businesses, and the profit they want to enjoy their lives. About Joel S. Smith, MST, CPA, CMAWith 27 years of experience Joel has become an exceptionally well-rounded CPA. His credentials include:• BS in Accounting and Finance, UC Berkeley, • Masters in Taxation, Golden Gate University, • Certified Public Accountant (CPA), and • Certified Management Accountant (CMA). Joel has worked with many forms of business entities and many industries, including; Real Estate, Construction, Automotive Sales, Professional Services, Restaurants, Tax Exempt Entities, and many others.Joel is a current member of the CFO Project, whereupon he focuses on helping business owners understand their financial data and providing a clear path towards creating a growing and more profitable business.Joel is an active member of the Institute of Management Accountants and has served as past president of the San Francisco Chapter. He is also a member of Business Networking International.“As a CFO, my role is to be a trusted guide. I am here to help my clients understand their financial data, interpret it, and use it to steer them through the volatility, uncertainty, complexity, and ambiguity. I provide them with one clear path towards having a growing and more profitable business. Let’s connect and let me help you to grow your business as well as your bottom line.

Experience

1. Owner & Founder

   Clear Action Business Advisors

   Jun 2021 — Present · San Francisco, CA, US

   Providing Business Owners A Clear Path To Having a Growing And More Profitable Business.

Education

• University of California, Berkeley, Haas School of Business

  B.S., Accounting & Finance

  1992 — 1993

• Golden Gate University

  Masters, Taxation

  2010 — 2014

Skills

• Corporate Tax
• S Corporations
• Financial Statements
• Small Business
• Cash Management
• Microsoft Excel
• Bookkeeping
• Tax Preparation
• Llc
• Cpa
• Financial Reporting
• Auditing
• Payroll
• Financial Accounting
• Tax Accounting
• General Ledger
• Excel
• Income Tax
• Budgeting
• Quickbooks
• Generally Accepted Accounting Principles (Gaap)
• Strategic Planning
• Accounting
• Tax
• Management
• Irs
• Invoicing
• Tax Returns
• Budgets
• Finance
• Financial Analysis
• Leadership