Dynamic Advisory Solutions

Dynamic Advisory Solutions Franchise
Welcome!

Dynamic Advisory Solutions (DAS) helps business owners understand where they are financially, clarify where they want to go, and provide the tools to get them there. We offer clients a comprehensive, yet affordable, financial management solution. Specific services include:

  1. CFO services: Strategic planning, financial analysis, financing, acquisition/divestiture management, budgeting, etc.
  2. Controller services: Financial statements preparation, management reporting, cash management, internal controls, cost control, financial staff management, accounting system implementation, etc.
  3. Other services: Turn-around consulting, management consulting, etc.

Vision

  1. Formation of a collaborative network of consulting firms, capable of handling any financial or consulting need
  2. Becoming the international standard for CFO and Controller services
  3. Establishing a system that rewards for results, but is not hindered by excessive overhead or legacy costs
  4. Creating an environment that is challenging, engaging, and financially rewarding for partners and their employees
  5. Providing a high quality of life for our partners and their employees

Are you a business owner who is:

  • Frustrated by the time you are spending with your accounting?
  • Concerned about the lack of information you have about your business?
  • Uncertain where your business is headed?
  • Nervous about the financial health of your business?
  • Struggling to generate enough cash to take advantage of opportunities?
  • Grappling with financial issues?

If any of the above applies to you, we can help! Dynamic Advisory Solutions (DAS) offers a comprehensive financial management solution. Our services go beyond compliance and transactional accounting work. We help our clients plan for the future, manage overall business performance, and achieve their growth and profitability goals. In addition, our pricing is significantly less then the cost of employing a CFO or Controller. Clients only pay for the amount of time they need, so they receive our entire team of professionals for a fraction of the cost!

What Makes DAS Unique?

Different than hiring a CFO or Controller

  • Affordable pricing Our fixed-fee pricing is significantly less the cost of employing a full-time CFO or Controller. These fees remain consistent, regardless of the amount of time it takes us to get the job done. And since you only pay for the amount of time you need, you receive an entire team of professionals for a fraction of their cost.
  • Fast Majority of our engagements start within one week of being hired.
  • Confidentiality DAS takes extreme precautions while handling your financial information. DAS makes sure your confidential financial information remains private from the outside world, as well as your workforce.
  • Forward thinking DAS provides you with timely and accurate financial information. We also give you tools to manage your business on an ongoing basis (e.g. budgets, company dashboards, employee scorecards).
  • Team-based approach The majority of our engagements are staffed by at least three professionals. This gives your business an arsenal of experiences and skill sets for a low, fixed monthly fee.
  • Objectivity Our firm provides an objective, third party view of your business.

Different than your CPA firm

  • Specialization Although other CPAs claim to perform CFO and/or Controller services, majority of CPA firms do not possess the experience or expertise to manage these types of engagements effectively. DAS specializes in CFO and Controller services.
  • Forward thinking DAS provides you with timely and accurate financial information. We also give you tools to manage your business on an ongoing basis (e.g. budgets, company dashboards, employee scorecards).
  • Proprietary processes Our CFO/Controller processes were developed by DAS to work in almost any business.
  • Non-independent unlike your CPA, we are not required to maintain independence. This gives us the ability to both analyze your business, as well as fix your problems.

Different than a staffing company

  • Permanent solution Our services are designed to be a long-term solution for your company's financial management needs.
  • Confidentiality DAS takes extreme precautions while handling your financial information. DAS makes sure your confidential financial information remains private from the outside world, as well as your workforce.
  • Team-based approach The majority of our engagements are staffed by at least three professionals. This gives your business an arsenal of experiences and skill sets for a low, fixed monthly fee.

Different than a recruiter

  • Affordable pricing Our fixed-fee pricing is significantly less the cost of employing a full-time CFO or Controller! These fees remain consistent, regardless of the amount of time it takes us to get the job done. And since you only pay for the amount of time you need, you receive an entire team of professionals for a fraction of their cost.
  • Fast Majority of our engagements start within one week of being hired.
  • Confidentiality DAS takes extreme precautions while handling your financial information. DAS makes sure your confidential financial information remains private from the outside world, as well as your workforce.
  • Team-based approach The majority of our engagements are staffed by at least three professionals. This gives your business an arsenal of experiences and skill sets for a low, fixed monthly fee.

Experience the DAS difference! Contact us for your free consultation!

Testimonials

"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.

"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

Support & Training

Dynamic Advisory Solutions

  • Site Selection Assistance: Yes
  • Recruiting Assistance: Yes
  • Co-Operative Advertising: Yes
  • Training: 2 days at Headquarters and then 100 hours of ongoing coaching

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