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Dynamic CFO & Controller Services




  • Do you feel you are losing control of your growing business?
  • Is your organization prepared for rapid growth?
  • Are you concerned about your lack of financial information?
  • Are you struggling to meet bank or stakeholder requirements?

If any of the above applies to you, we can help! Dynamic Advisory Solutions (DAS) specializes in helping you understand your financial performance, meet reporting requirements, and make better business decisions. We supplement a business’s existing accounting staff in order to meet the organization’s finance and accounting requirements. We provide:

  • CFO services: Budgeting and forecasting, financial analysis, financing, strategic planning, and acquisition/divestiture management
  • Controller services: Financial statements preparation, management reporting, cash management, internal controls, cost control, financial staff management, tax and legal compliance, and accounting system implementation
  • Turn-around consulting services: Turnaround and reorganization plans, bank negotiation, troubled company refinancing, and creditor management


Hear what clients are saying about DAS!






Read:  Building Your Profit Team Whitepaper

Read:  Why Your CPA Should Not Be Your CFO

 

Value Proposition

  • Complete Financial Management: Whether you are a growing company, a struggling non-profit organization, or a Fortune 500 business, we offer a financial management solution that is right for you. DAS has the resources and capabilities required to meet any of your financial management needs. Our recommended service offering is partially determined by the size of your business or organization:
    • Small-Medium Sized Businesses/Organizations: We offer an outsourced financial management solution that is an affordable alternative to hiring a costly CFO or Controller.
    • Medium-Large Sized Businesses/Organizations: We provide temporary and permanent staffing solutions in order to meet your financial management needs.
    • Fast: We respond to all inquiries within one business day, we can put a financial management solution in place in less than a week.
    • Customized Solution: Before we take on an engagement, we perform the DAS 7-Step Assessment. We analyze your current needs, develop possible solutions, and implement the best solution.



    Hear what clients are saying about DAS!





    Solutions – Outsourced CFO, Interim CFO, Temporary CFO, Permanent CFO?

    We understand that a decision to outsource accounting functions to an outside organization can be challenging. That is why we offer a number of financial management options that can help you overcome your accounting staffing needs. Choose the CFO staffing, Controller staffing, accountant staffing, finance staffing, or CPA staffing option that is right for you!

    Outsourced CFO

    We provide a low-cost alternative to hiring a CFO or Controller. We can outsource your accounting functions, outsource CFO functions, outsource controller duties, outsource finance roles, and provide you outsourced CPA resources. Our outsourced accounting solutions are intended to save your organization time and money. Once you have outsourced finance to DAS, we provide ongoing support through your very own team of outsourced accounting specialists.

    Interim CFO, Temporary CFO, Part-time CFO

    We offer our clients a number of temporary accounting and interim finance options. We can provide your organization a temporary controller, a temporary CPA, or a temporary accountant. Our temporary finance staff can give you the interim accounting support you need. And when part-time accounting is not enough, you have the ability to hire your temp CFO, interim controller, or part time accountant on a permanent basis (through our temp to perm accounting program).

    CFO Placement and Temp-to-Perm CFO

    DAS also provides options for organizations that realize outsourcing accounting functions is not an option. When an interim CPA is not enough or a part-time accountant cannot meet the needs of your business , we can provide you with a temp to perm CFO, temp to perm controller, temp to perm CPA, or a temp to perm accountant that meets your temp to perm finance and accountant placement needs. Our permanent accounting options is equipped to offer you a permanent CFO, permanent Controller, permanent accountant, or permanent CPA that meets your permanent finance requirements!


    Do You Need a CFO Expert?

    • CFO services (temporary or permanent
    • Controller services (temporary or permanent)
    • Interim CFO
    • Outsourced CFO
    • Temporary CFO
    • Virtual CFO
    • CFO help and assistance
    • CFO advice
    • Hiring CFO
    • Turnaround consulting


    Testimonials

    “"From helping us implement proper financial controls and determining KPI's, to providing the financial vision you'd expect from a great CFO, DAS has been a major value add for my company. I recommend DAS to all businesses that have a hard time justifying the cost of a full time CFO and Controller, but also know they can’t afford not to have them."”  

    Peter Davis, President

    IMPACT Management Services

    “DAS provided us expertise, advice, and financial information that could only have been duplicated by hiring a highly compensated CFO along with a contract CPA firm.  DAS accomplished all of this at a price that was affordable to our struggling company.  The DAS team helped us redefine our business for a global marketplace, secure new financing, and ultimately return it to a highly profitable state.  They then assisted us in taking the business to market and successfully closing the transaction.  All of this within a three-year time frame!”  

    Sincerely Satisfied and Retired Clients,

    Tom and Kathy Vertin
    Former CEO and CFO of Visioneering Inc.

     

    “With the support from DAS we gained better information through reliable financial and operating metrics and subsequently gained efficiencies in all of our systems and processes. These efficiencies have allowed our company to double our sales from $7 million to over $15 million without increasing employee overhead. We enthusiastically recommend DAS.”

    Lauren Sclesky, Chief Operating Officer

    ExpertCare

     

    “I wanted to take a minute to thank you and your staff for their work.  You have assembled a terrific group of professionals who were very helpful over the last 30+ days.  They not only got the work done, they did a great job of educating me (and quite patiently, I might add).  I knew where we stood through the entire process.  We look forward to our continued relationship with your firm.”

    Ronald X. Penkala, Managing Partner

    Penkala & Associates

     

    “DAS Professional services’ team is professional, knowledgeable, and a pleasure to work with. I am very comfortable introducing DAS to any of my clients or contacts.  I know they will receive the best CFO services available.”

    Tracy Beyersdorf, Vice President

    Fifth Third Bank

     

    “The many services provided by DAS were invaluable to myself and my team. I wanted to convey my many thanks and gratitude for the continued support and flexibility that you and your staff provided during very difficult times.”

    Karen Keating, Controller

    The Bower Companies (Express Personnel Services, ExpertCare Home Care Services , and Strategic Employer Resources)

     

    “I think our core values play a big part in differentiating us from our competition.  It’s one thing to just say that we strive to hit all of our values, but I think we actually implement each and every one of them with every client we work with.  To me, I think the over-communication is one of the more important core values.  I think we make it a high priority to let our clients know exactly what is going on and updating them on any unforeseen setbacks.  I would also say our work culture has a big impact on the work we deliver to clients.  I feel like there is such a good, upbeat rapport in the office, and I know it makes me enjoy being here.  Being in a place with a good environment and good attitudes makes even the most tedious jobs seem reasonable.”

    Carrie Aurand, Consultant

    DAS Professional Services

     

    “We had a good experience with your firm.  Without your involvement I am fairly sure it would not have happened (acquisition) due to lack of financial talent at the company.”

    James C. Snyder, Partner

    Hammond, Kennedy, Whitney & Company, Inc.

     

    After expressing my pain, DAS jumped in with their experience and business connections.  My business problem was resolved within a few days.  I highly recommend them to others.

    Ken Cauley

    Advanced Media, Inc.

     

    “On behalf of Stout Risius Ross and our staff members who assisted in this transaction, it was a pleasure working with you on this engagement and we look forward to working with you on future opportunities.”

    Christopher A. Merley, Associate

    Stout Risius Ross


     

    DAS Attends Award Ceremony Honoring Founder and CEO Ren Carlton


    Learn more about this event by clicking here!

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We also offer many regional services:
Akron, Ohio CFO Controller Services
Albuquerque, New Mexico CFO Controller Services
Anaheim, California CFO Controller Services
Anchorage, Alaska CFO Controller Services
Arlington, Texas CFO Controller Services
Atlanta, Georgia CFO Controller Services
Aurora, Colorado CFO Controller Services
Austin, Texas CFO Controller Services
Bakersfield, California CFO Controller Services
Baltimore, Maryland CFO Controller Services
Baton Rouge, Louisiana CFO Controller Services
Birmingham, Alabama CFO Controller Services
Boston, Massachusetts CFO Controller Services
Buffalo, New York CFO Controller Services
Chandler, Arizona CFO Controller Services
Charlotte, North Carolina CFO Controller Services
Chesapeake, Virginia CFO Controller Services
Chicago, Illinois CFO Controller Services
Chula Vista, California CFO Controller Services
Cincinnati, Ohio CFO Controller Services
Cleveland, Ohio CFO Controller Services
Colorado Springs, Colorado CFO Controller Services
Columbus, Ohio CFO Controller Services
Corpus Christi, Texas CFO Controller Services
Dallas, Texas CFO Controller Services
Denver, Colorado CFO Controller Services
Detroit, Michigan CFO Controller Services
Durham, North Carolina CFO Controller Services
El Paso, Texas CFO Controller Services
Fort Wayne, Indiana CFO Controller Services
Fort Worth, Texas CFO Controller Services
Fremont, California CFO Controller Services
Fresno, California CFO Controller Services
Garland, Texas CFO Controller Services
Glendale, Arizona CFO Controller Services
Glendale, California CFO Controller Services
Greensboro, North Carolina CFO Controller Services
Henderson, Nevada CFO Controller Services
Hialeah, Florida CFO Controller Services
Honolulu, Hawaii CFO Controller Services
Houston, Texas CFO Controller Services
Indianapolis, Indiana CFO Controller Services
Jacksonville, Florida CFO Controller Services
Jersey City, New Jersey CFO Controller Services
Kansas City, Kansas CFO Controller Services
Kansas City, Missouri CFO Controller Services
Laredo, Texas CFO Controller Services
Las Vegas, Nevada CFO Controller Services
Lexington-Fayette, Kentucky CFO Controller Services
Lincoln, Nebraska CFO Controller Services
Long Beach, California CFO Controller Services
Los Angeles, California CFO Controller Services
Louisville, Kentucky CFO Controller Services
Lubbock, Texas CFO Controller Services
Madison, Wisconsin CFO Controller Services
Memphis, Tennessee CFO Controller Services
Mesa, Arizona CFO Controller Services
Miami, Florida CFO Controller Services
Milwaukee, Wisconsin CFO Controller Services
Minneapolis, Minnesota CFO Controller Services
Modesto, California CFO Controller Services
Nashville, Tennessee CFO Controller Services
New Orleans, Louisiana CFO Controller Services
New York, New York CFO Controller Services
Newark, New Jersey CFO Controller Services
Norfolk, Virginia CFO Controller Services
Oakland, California CFO Controller Services
Oklahoma City, Oklahoma CFO Controller Services
Omaha, Nebraska CFO Controller Services
Orlando, Florida CFO Controller Services
Paradise, Nevada CFO Controller Services
Philadelphia, Pennsylvania CFO Controller Services
Phoenix, Arizona CFO Controller Services
Pittsburgh, Pennsylvania CFO Controller Services
Plano, Texas CFO Controller Services
Portland, Oregon CFO Controller Services
Raleigh, North Carolina CFO Controller Services
Reno, Nevada CFO Controller Services
Riverside, California CFO Controller Services
Rochester, New York CFO Controller Services
Sacramento, California CFO Controller Services
Saint Louis, Missouri CFO Controller Services
Saint Paul, Minnesota CFO Controller Services
Saint Petersburg, Florida CFO Controller Services
San Antonio, Texas CFO Controller Services
San Bernardino, California CFO Controller Services
San Diego, California CFO Controller Services
San Francisco, California CFO Controller Services
San Jose, California CFO Controller Services
San Juan, Puerto Rico CFO Controller Services
Santa Ana, California CFO Controller Services
Scottsdale, Arizona CFO Controller Services
Seattle, Washington CFO Controller Services
Stockton, California CFO Controller Services
Tampa, Florida CFO Controller Services
Toledo, Ohio CFO Controller Services
Tucson, Arizona CFO Controller Services
Tulsa, Oklahoma CFO Controller Services
Virginia Beach, Virginia CFO Controller Services
Washington, District of Columbia CFO Controller Services
Wichita, Kansas CFO Controller Services

We also offer many CFO & Accounting Franchise Opportunities:
Akron, Ohio CFO Accounting Franchises
Albuquerque, New Mexico CFO Accounting Franchises
Anaheim, California CFO Accounting Franchises
Anchorage, Alaska CFO Accounting Franchises
Arlington, Texas CFO Accounting Franchises
Atlanta, Georgia CFO Accounting Franchises
Aurora, Colorado CFO Accounting Franchises
Austin, Texas CFO Accounting Franchises
Bakersfield, California CFO Accounting Franchises
Baltimore, Maryland CFO Accounting Franchises
Baton Rouge, Louisiana CFO Accounting Franchises
Birmingham, Alabama CFO Accounting Franchises
Boston, Massachusetts CFO Accounting Franchises
Buffalo, New York CFO Accounting Franchises
Chandler, Arizona CFO Accounting Franchises
Charlotte, North Carolina CFO Accounting Franchises
Chesapeake, Virginia CFO Accounting Franchises
Chicago, Illinois CFO Accounting Franchises
Chula Vista, California CFO Accounting Franchises
Cincinnati, Ohio CFO Accounting Franchises
Cleveland, Ohio CFO Accounting Franchises
Colorado Springs, Colorado CFO Accounting Franchises
Columbus, Ohio CFO Accounting Franchises
Corpus Christi, Texas CFO Accounting Franchises
Dallas, Texas CFO Accounting Franchises
Denver, Colorado CFO Accounting Franchises
Detroit, Michigan CFO Accounting Franchises
Durham, North Carolina CFO Accounting Franchises
El Paso, Texas CFO Accounting Franchises
Fort Wayne, Indiana CFO Accounting Franchises
Fort Worth, Texas CFO Accounting Franchises
Fremont, California CFO Accounting Franchises
Fresno, California CFO Accounting Franchises
Garland, Texas CFO Accounting Franchises
Glendale, Arizona CFO Accounting Franchises
Glendale, California CFO Accounting Franchises
Greensboro, North Carolina CFO Accounting Franchises
Henderson, Nevada CFO Accounting Franchises
Hialeah, Florida CFO Accounting Franchises
Honolulu, Hawaii CFO Accounting Franchises
Houston, Texas CFO Accounting Franchises
Indianapolis, Indiana CFO Accounting Franchises
Jacksonville, Florida CFO Accounting Franchises
Jersey City, New Jersey CFO Accounting Franchises
Kansas City, Kansas CFO Accounting Franchises
Kansas City, Missouri CFO Accounting Franchises
Laredo, Texas CFO Accounting Franchises
Las Vegas, Nevada CFO Accounting Franchises
Lexington-Fayette, Kentucky CFO Accounting Franchises
Lincoln, Nebraska CFO Accounting Franchises
Long Beach, California CFO Accounting Franchises
Los Angeles, California CFO Accounting Franchises
Louisville, Kentucky CFO Accounting Franchises
Lubbock, Texas CFO Accounting Franchises
Madison, Wisconsin CFO Accounting Franchises
Memphis, Tennessee CFO Accounting Franchises
Mesa, Arizona CFO Accounting Franchises
Miami, Florida CFO Accounting Franchises
Milwaukee, Wisconsin CFO Accounting Franchises
Minneapolis, Minnesota CFO Accounting Franchises
Modesto, California CFO Accounting Franchises
Nashville, Tennessee CFO Accounting Franchises
New Orleans, Louisiana CFO Accounting Franchises
New York, New York CFO Accounting Franchises
Newark, New Jersey CFO Accounting Franchises
Norfolk, Virginia CFO Accounting Franchises
Oakland, California CFO Accounting Franchises
Oklahoma City, Oklahoma CFO Accounting Franchises
Omaha, Nebraska CFO Accounting Franchises
Orlando, Florida CFO Accounting Franchises
Paradise, Nevada CFO Accounting Franchises
Philadelphia, Pennsylvania CFO Accounting Franchises
Phoenix, Arizona CFO Accounting Franchises
Pittsburgh, Pennsylvania CFO Accounting Franchises
Plano, Texas CFO Accounting Franchises
Portland, Oregon CFO Accounting Franchises
Raleigh, North Carolina CFO Accounting Franchises
Reno, Nevada CFO Accounting Franchises
Riverside, California CFO Accounting Franchises
Rochester, New York CFO Accounting Franchises
Sacramento, California CFO Accounting Franchises
Saint Louis, Missouri CFO Accounting Franchises
Saint Paul, Minnesota CFO Accounting Franchises
Saint Petersburg, Florida CFO Accounting Franchises
San Antonio, Texas CFO Accounting Franchises
San Bernardino, California CFO Accounting Franchises
San Diego, California CFO Accounting Franchises
San Francisco, California CFO Accounting Franchises
San Jose, California CFO Accounting Franchises
San Juan, Puerto Rico CFO Accounting Franchises
Santa Ana, California CFO Accounting Franchises
Scottsdale, Arizona CFO Accounting Franchises
Seattle, Washington CFO Accounting Franchises
Stockton, California CFO Accounting Franchises
Tampa, Florida CFO Accounting Franchises
Toledo, Ohio CFO Accounting Franchises
Tucson, Arizona CFO Accounting Franchises
Tulsa, Oklahoma CFO Accounting Franchises
Virginia Beach, Virginia CFO Accounting Franchises
Washington, District of Columbia CFO Accounting Franchises
Wichita, Kansas CFO Accounting Franchises