Dynamic Advisory Solutions Information

DAS provides pay-as-you-go CFO support services from our expert CFOs and CPAs. We help organizations achieve meaningful goals, improve performance, and meet reporting requirements. Whether it’s training for your existing staff, temporary help for a week, or a full-time Controller or CFO, DAS can help you, starting today! Contact us today to get the affordable, expert help that you need … right away! Ask Yourself… •Concerned about being blindsided by the next financial surprise? •Frustrated by the time you are spending on accounting? •Struggling to find the right finance professional to take you to the next level? What are CFO Support Services? You receive all of the services listed below for one fixed, low monthly fee! •Month-end balance sheet tie-out and profit & loss review – allowing for timely and accurate financial information. •Aid in the development of the annual budget; plan for expansion/growth, resources for achieving goals, line of accountability) •Cash management (cash shortage, reports, tool, etc.) – ◦Daily bank/cash monitoring ◦Development of weekly cash budget ◦Development of 13-week cash projection ◦Development of monthly cash flow •Development of a custom dashboard and management reporting (key metrics of our business, vital signs) •Documentation of transactional accounting processes (timely and accurate, documented processes for coverage, paying bills, invoicing, payroll, etc.) •Supervision and development of accounting department (current positions, capable, qualified, job descriptions, training, and guidance etc.) •Tax planning (proactively looking for tax saving strategies) •Develop and maintain good banking relationships (sufficient financing, favorable terms, reasonable costs, bank reporting) •Assist in strategic planning – ◦3-5 year plan, ◦Management and business consulting ◦Regular, monthly management team meetings ◦Exit strategy discussion/development