DCG | CPA and Management Consulting Firm

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Accounting and fractional cfo services company DCG | CPA and Management Consulting Firm is in Phoenix, Arizona; New York, New York; Los Angeles, California and Miami Beach, Florida. The agency specializes in accounting and fractional cfo services and is midsize.The agency was launched in 2022.

Client Insights

Industry Expertise

Non-profit

15%

Legal Cannabis

10%

Supply Chain, Logistics, and Transport

10%

Advertising & marketing

5%

Arts, entertainment & music

5%

Automotive

5%

Consumer products & services

5%

Dental

5%

Education

5%

Client Size Distribution

Small Business (<$10M) 60%

Midmarket ($10M - $1B) 25%

Enterprise (>$1B) 15%

Common Project Size

This provider does not have any client reviews.

Clients

  • Mycocycle
  • Faith Community Health
  • Koning

Highlights from Recent Projects

Overall Rating

5.0
2 Reviews

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.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0