Let Us Be Your Financial Strategists
OUR PACKAGES
At DSO CFO, your Business comes first. We tailor all our financial services to suit each client, because no two Practices are alike. Our experts develop solutions that solve our clients’ most complex and pressing financial challenges. Below are just a few of the ways we can help you.
01
Transactional
Accurate Financial Reporting
1-2 Practices or Under $1.5m in Revenue
1-2 Practices or Under $1.5m in Revenue
02
Alignment
Setting Financial Strategy
3-5 Practices or $1.5M to $5M in Revenue
3-5 Practices or $1.5M to $5M in Revenue
03
Finance
Strategic Financial Solutions
5+ Practices or $5M in Revenue
5+ Practices or $5M in Revenue
- 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
01. Team in Discussion
