
Targeted Growth
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Various Branches
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Best in Agency
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Secure Services
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Experienced Users
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Monitored Vision
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A Successful Entrepreneurial Development Process

Protection from Downtimes

Market Analysis

Pre-Visual Analysis

Progress & Growth
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HOW DOES WE WORK
Like the River of Life we work upstream to live with the current
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Current Trends in Consulting
James Abraham
The best of Everything
Our Community
Service Over 10+ years
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Game Changers
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About Us
Creating a World Class Solution for Business
Elegant & Best
Why Ofiz?
Transactional
Better Operations
- Bookkeeping
- Practice Financials
- Monthly Reporting
- Client Meeting - Once Per Month


Alignment
Better Operations
- Bookkeeping
- Cash Flow Analysis
- Cash Flow Forecasting
- Budgets
- Practice Financials
- Monthly Reporting
- Weekly Phone Calls
- Client Meeting - Up to 4 per Month


Finance
Better Operations
- Bookkeeping
- Cash Flow Analysis
- Cash Flow Forecasting
- Budgets
- Practice Financials
- Monthly Reporting
- Weekly Phone Calls
- Funding/Capitalization
- Exit/Transition Strategy
- Practice Analysis
- Custom Department Reports
- Review Banking Relationships
- Resource Planning
- Tax Planning/Projections
- Tax Strategies
- Client Meetings - Up to 6 per month


Execution is a specific set of behaviors and techniques
Technical Support
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Better Operations
- Innovative Strategy
- Progressive Profits
- Promising Partners
- Calculative Freedom
- Inspiring Clients
- Scalable Forms



Get the Right Perspective
Contact for Consulting
Our Experts will call back to you in your comfortable time within 2 business days.
Development Throughout
Our Stats in Numbers

Projects Completed

Partners

Branches

Years in Business

Making Sure all our Clients are Satisfied

DSO CFO had taken our financials & have simplified everything. Because of what they've implemented, we now know where our financial KPI's should be each month.Andrew Tibbits, DDSOwner

Understanding our financials has never been easier than with DSO CFO. They customized our financials so that I better understand & follow what's taking place in our practices each month.Spencer BramwellDoctor
Hiring DSO CFO for our group was the best decision we could have made. Before we started working with them our books were a mess. We didn't know how we were going to get funding to grow, and we needed to figure out how we were going to keep our associates motivated to stay with us. They have helped us put a plan together to address all of these issues & more. I can't imagine going through this process without them.

I came to DSO CFO as a colleague had recommended them & I've been quite pleased with the understanding I've had in our practice financials. It's allowed me to provide accountability back to my team & scale myself as needed.


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Got the Whole Outlook?
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