DCG | CPA and Management Consulting Firm

DCG | CPA and Management Consulting Firm was hired by a digital advertising and marketing agency to handle their tax preparation, streamline finance operations, and create financial models. The firm was chosen due to its impressive culture fit, strong values, and a positive referral. A team of 2-5 employees was assigned to manage the project, which involved tax preparation for multiple years, bookkeeping, accounting, and managing the financial aspects of the business including payroll, vendor payments, and invoicing. The team also created models of the company's financial health and projections, ensuring a comprehensive financial management solution for the agency.

In another project, DCG | CPA and Management Consulting Firm was contracted by Faith Community Health, a nonprofit health clinic. The firm was entrusted with the fractional CFO role, overseeing the clinic's financials. They were selected due to their high ratings, budget-friendly pricing, great culture fit, and alignment with the clinic's values. The scope of the project included accounts payable, bank reconciliations, expense coding, payroll setup and processing, month-end reporting, cash flow forecasting, and monthly financial reviews. The firm's work significantly streamlined the clinic's financial processes, improved efficiency, reduced the risk of errors and fraud, maintained accurate bank account balances, and ensured compliance with tax laws and regulations. Regular communication was maintained with the clinic's management throughout the project, and all deliverables were subject to management approval.