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CFO Support Services



               Improving Underperforming
         Accounting Departments through
        Training, Staffing and Outsourcing



training
outsourcing
staffing
Power Up Your                      DAS provides pay-as-you-go expertise
                                   from our team of expert CFOs and CPAs.

   Accounting                      We help accounting departments perform
                                   better and save you money. We coach, train
  Department                       and assist your accounting department to
                                   meet reporting deadlines and requirements,
                                   and make better business decisions.
                                   DAS has custom solutions that fit your
                                   business and your budget.


                                   Just what you need,
                                   just when you need it.
                                   Whether it’s a temp for a week or a fulltime
                                   Controller or CFO, DAS can help. How do
                                   you know if you need help? Answer the
                                   following questions:

    “The sad truth is that         »	Do I feel like I’m losing control of the
                                     financial side of my business?
       many businesses
                                   »	Is my accounting department unprepared
    hemorrhage cash and
                                     for rapid growth?
   miss opportunities due
                                   »	Are there important financial facts that
  to inadequate financial            I am not receiving in a timely manner?
  guidance and processes.
                                   »	Am I struggling to meet bank/stakeholder
      DAS fills a need by            deadlines and requirements?
  supplying high end CFO
                                   If you answered “yes” to any of these
skills on an as-needed basis.      questions, then you need the assistance
       We help by either           DAS can provide. Whether you are a growing
   training your people or         company, a non-profit, or a large corporation
                                   in need of better accounting processes, call
     by outsourcing ours,
                                   DAS today for a free consultation and we will
    saving you the cost of         assess your needs and frame a solution that fits
   hiring a fulltime CFO.”         your budget, with no obligation from you.

    — Ren Carlton, President
      Dynamic Advisory Solutions
The DAS Free Consultation                                       Get A Customized Solution
»	 Lasts one hour                                               No two companies are alike. Each has its own accounting
»	 16 question diagnostic interview                             department challenges. DAS has three solutions to help you
                                                                in any combination your business and budget demands.
»	 Written recommendations
   submitted within 48 hours                                    »	 Training & Development
»	 No obligation                                                   •	 Before you add costly CFO staff, consider retraining
                                                                      and developing the talent you already have
After you receive your DAS free consultation report, and if        •	 Create consistent deliverables
you feel that DAS has expertise that would be of value to          •	 Improve process outcomes
your company, we invite you to take the next small step         »	 Outsource support
toward improving your accounting department. It’s quick, it’s
                                                                   •	 If blue chip CFO support once or twice a month is
affordable, and it will transform your accounting department          all you need, DAS can provide that
into “a lean, mean, profit machine.” We call it the DAS            •	 CFO and Controller services on an as-needed basis
2-Day Tune-Up.                                                     •	 Affordable ongoing support that supplies the exact
                                                                      financial expertise you need on a regular basis
The 2-Day Tune-Up                                               »	Staffing

Rome wasn’t built in a day, but in 2 days DAS can                  •	 Expert vetting and placement of CFOs and Controllers
identify the underperforming components of your                    •	 Massive database of financial management
                                                                      professionals
accounting department and build you a plan that improves
                                                                   •	 Try-before-you buy placement
the outcomes from your existing accounting staff. Here’s
how it works. Following our proprietary analysis process,
we interview your CEO, then the person in charge of your
accounting, and some of the key decision makers within
your organization. DAS uses this information to produce         Scenarios
the following deliverables within 2 business days:
                                                                   Interim and Temporary CFOs and Controllers
»	 A clearly defined CFO playbook listing specific tasks
                                                                   Suddenly, your accounting department is outflanked.
   your head accountant or CFO needs to complete in
                                                                   You’re falling behind. Bills aren’t being paid, receipts
   order to meet the accounting and finance needs                  aren’t getting logged, and reporting is slipshod. What
   required to help your business grow. DAS builds this            do you do? Call DAS. We’ll supply you with fully trained
   playbook based on best practices, informed by the               temporary help that will see you through seasonal
   CEO, the accounting department, and other members               surges and staffing shortages.
   of the organization.
»	 A time-and-action plan for your head accountant                 Outsourced CFO and Controller Services
   or CFO, including specific deadlines and assistance             Your company is growing. You’re on track to becoming
   with deliverables to help that individual meet your             a big success. But your accounting department is not in
                                                                   step with your company’s growth. And you don’t need a
   organization’s CFO needs.
                                                                   fulltime CFO yet. What’s the solution? CFO and Controller
»	 Additional recommendations if needed                            services ala carte from DAS. Pay only for the help you
                                                                   need, and only when you need it.
Our 2-Day Tune-Up has helped dozens of DAS clients
rethink, recharge, and revitalize their accounting
                                                                   CFO and Controller Placement
departments. The name says it all. We dive deep, ask
                                                                   Your company has grown and now you need a fulltime
the right questions, develop transformative solutions,
                                                                   Chief Financial Officer or Controller. This is a big step,
and in 2 days you begin benefitting from an                        so get expert advice. DAS leadership is CFOs and CPAs
accounting department that pulls you forward instead               and we will locate and prescreen the right CFO or
of holding you back.                                               Controller to meet your company’s specific needs.
We’re Ready
   Get your free assessment, and DAS will propose a customized solution that will help your
   accounting department perform better. Based on your budget, through fixed-fees, not-to-exceed
   caps, and periodic fee adjustments that reduce your cost over time, we will help you streamline
   your accounting process into a leaner, far more productive department. We have helped over 200
   companies improve their accounting departments and are happy to provide multiple references.
   Call us today at 248.283.8843. We’re ready to help!




                              Client Demographics and Results – 2011
                              The industries we serve include: Automotive Suppliers (Tiers 1, 2 and 3),
                              Automobile Dealerships, Contractors and Construction, E-Commerce,
                              Manufacturing, Medical Devices, Pharmaceutical, Telecommunications,
                              Retail, Staffing, Professional Services, Emerging Technologies, Startups,
                              Nonprofits/Not-For-Profits, Civic. Our clients have:
                               »	 Annual Revenue from $1,000,000 - $120,000,000
                               »	 Total Bank and Third Party Debt: $0 - $15,000,000
                               »	 15% of our clients were in the workout/SAG department of their bank
                                  in the past 12 months

                              4th Quarter 2011 Results for DAS Clients
                               »	 Within 30 days of month end, 100% of our clients received month-end
                                  financial statements expedited by DAS.
                               »	 100% of our clients receive a written forecast and attend a monthly
                                  financial performance meeting scheduled by DAS personnel to compare
                                  actual results to budget
                               »	 100% of our clients met all bank reporting deadlines
                               »	 100% of our clients maintained their relationship with their
                                  current bank and CPA
                               »	 0% of our clients needed to submit adjustments to their bank on
                                  previously submitted data
                               »	 0% of our clients experienced material changes in their books due to
                                  an audit/review from their bank auditor or a CPA review

                              Financial management issues, large or small, require immediate attention. If you
                              need us for anything, anytime, call us. We respond to all new inquiries during
                              normal business hours within 24 hours and can provide expert accounting
                              department solutions or financial management assistance immediately.


                              Dynamic Advisory Solutions
                              2250 Butterfield Dr., Suite 240, Troy, MI 48084
                              248.283.8834 • www.daspc.com

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Das Brochure Cfo Support Services

  • 1. CFO Support Services Improving Underperforming Accounting Departments through Training, Staffing and Outsourcing training outsourcing staffing
  • 2. Power Up Your DAS provides pay-as-you-go expertise from our team of expert CFOs and CPAs. Accounting We help accounting departments perform better and save you money. We coach, train Department and assist your accounting department to meet reporting deadlines and requirements, and make better business decisions. DAS has custom solutions that fit your business and your budget. Just what you need, just when you need it. Whether it’s a temp for a week or a fulltime Controller or CFO, DAS can help. How do you know if you need help? Answer the following questions: “The sad truth is that » Do I feel like I’m losing control of the financial side of my business? many businesses » Is my accounting department unprepared hemorrhage cash and for rapid growth? miss opportunities due » Are there important financial facts that to inadequate financial I am not receiving in a timely manner? guidance and processes. » Am I struggling to meet bank/stakeholder DAS fills a need by deadlines and requirements? supplying high end CFO If you answered “yes” to any of these skills on an as-needed basis. questions, then you need the assistance We help by either DAS can provide. Whether you are a growing training your people or company, a non-profit, or a large corporation in need of better accounting processes, call by outsourcing ours, DAS today for a free consultation and we will saving you the cost of assess your needs and frame a solution that fits hiring a fulltime CFO.” your budget, with no obligation from you. — Ren Carlton, President Dynamic Advisory Solutions
  • 3. The DAS Free Consultation Get A Customized Solution » Lasts one hour No two companies are alike. Each has its own accounting » 16 question diagnostic interview department challenges. DAS has three solutions to help you in any combination your business and budget demands. » Written recommendations submitted within 48 hours » Training & Development » No obligation • Before you add costly CFO staff, consider retraining and developing the talent you already have After you receive your DAS free consultation report, and if • Create consistent deliverables you feel that DAS has expertise that would be of value to • Improve process outcomes your company, we invite you to take the next small step » Outsource support toward improving your accounting department. It’s quick, it’s • If blue chip CFO support once or twice a month is affordable, and it will transform your accounting department all you need, DAS can provide that into “a lean, mean, profit machine.” We call it the DAS • CFO and Controller services on an as-needed basis 2-Day Tune-Up. • Affordable ongoing support that supplies the exact financial expertise you need on a regular basis The 2-Day Tune-Up » Staffing Rome wasn’t built in a day, but in 2 days DAS can • Expert vetting and placement of CFOs and Controllers identify the underperforming components of your • Massive database of financial management professionals accounting department and build you a plan that improves • Try-before-you buy placement the outcomes from your existing accounting staff. Here’s how it works. Following our proprietary analysis process, we interview your CEO, then the person in charge of your accounting, and some of the key decision makers within your organization. DAS uses this information to produce Scenarios the following deliverables within 2 business days: Interim and Temporary CFOs and Controllers » A clearly defined CFO playbook listing specific tasks Suddenly, your accounting department is outflanked. your head accountant or CFO needs to complete in You’re falling behind. Bills aren’t being paid, receipts order to meet the accounting and finance needs aren’t getting logged, and reporting is slipshod. What required to help your business grow. DAS builds this do you do? Call DAS. We’ll supply you with fully trained playbook based on best practices, informed by the temporary help that will see you through seasonal CEO, the accounting department, and other members surges and staffing shortages. of the organization. » A time-and-action plan for your head accountant Outsourced CFO and Controller Services or CFO, including specific deadlines and assistance Your company is growing. You’re on track to becoming with deliverables to help that individual meet your a big success. But your accounting department is not in step with your company’s growth. And you don’t need a organization’s CFO needs. fulltime CFO yet. What’s the solution? CFO and Controller » Additional recommendations if needed services ala carte from DAS. Pay only for the help you need, and only when you need it. Our 2-Day Tune-Up has helped dozens of DAS clients rethink, recharge, and revitalize their accounting CFO and Controller Placement departments. The name says it all. We dive deep, ask Your company has grown and now you need a fulltime the right questions, develop transformative solutions, Chief Financial Officer or Controller. This is a big step, and in 2 days you begin benefitting from an so get expert advice. DAS leadership is CFOs and CPAs accounting department that pulls you forward instead and we will locate and prescreen the right CFO or of holding you back. Controller to meet your company’s specific needs.
  • 4. We’re Ready Get your free assessment, and DAS will propose a customized solution that will help your accounting department perform better. Based on your budget, through fixed-fees, not-to-exceed caps, and periodic fee adjustments that reduce your cost over time, we will help you streamline your accounting process into a leaner, far more productive department. We have helped over 200 companies improve their accounting departments and are happy to provide multiple references. Call us today at 248.283.8843. We’re ready to help! Client Demographics and Results – 2011 The industries we serve include: Automotive Suppliers (Tiers 1, 2 and 3), Automobile Dealerships, Contractors and Construction, E-Commerce, Manufacturing, Medical Devices, Pharmaceutical, Telecommunications, Retail, Staffing, Professional Services, Emerging Technologies, Startups, Nonprofits/Not-For-Profits, Civic. Our clients have: » Annual Revenue from $1,000,000 - $120,000,000 » Total Bank and Third Party Debt: $0 - $15,000,000 » 15% of our clients were in the workout/SAG department of their bank in the past 12 months 4th Quarter 2011 Results for DAS Clients » Within 30 days of month end, 100% of our clients received month-end financial statements expedited by DAS. » 100% of our clients receive a written forecast and attend a monthly financial performance meeting scheduled by DAS personnel to compare actual results to budget » 100% of our clients met all bank reporting deadlines » 100% of our clients maintained their relationship with their current bank and CPA » 0% of our clients needed to submit adjustments to their bank on previously submitted data » 0% of our clients experienced material changes in their books due to an audit/review from their bank auditor or a CPA review Financial management issues, large or small, require immediate attention. If you need us for anything, anytime, call us. We respond to all new inquiries during normal business hours within 24 hours and can provide expert accounting department solutions or financial management assistance immediately. Dynamic Advisory Solutions 2250 Butterfield Dr., Suite 240, Troy, MI 48084 248.283.8834 • www.daspc.com