Introduction To Das
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Dynamic Advisory Solutions provides CFO, controller, and turnaround consulting services to help businesses account for financial performance, meet reporting requirements, and make good economic decisions. They specialize in working with companies that lack financial information, spend too much time on accounting, or struggle to achieve objectives or meet bank standards. Their services include monthly financial statements, activity-based budgeting, dashboards, scorecards, and staff training.
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Dave Saunders Biography - Partner, B2B CFO®
Dave Saunders - Partner, B2B CFO®
Providing CFO and business exit planning services throughout the state of Arizona including the cities of Chandler, Gilbert, Mesa, Phoenix, Scottsdale and Tempe
We've Had it All Wrong: Manage Processes, Not people
Recorded webinar: http://slidesha.re/1iuvE3F
Subscribe: http://www.ksmartin.com/subscribe
Karen’s Books: http://ksmartin.com/books
For decades now, "management" has been synonymous with managing people. Meanwhile, processes, the lifeblood of an organization, remain largely unmanaged. In this webinar, Karen shares her views on why we need to change our thinking and her practical how-to's for making this vital pivot.
A New Model for CDFI Business Development Services
This document discusses reimagining business development services (BDS), also known as technical assistance (TA), provided by CDFIs to their small business loan clients. It argues that BDS should be viewed as a discrete product or strategy to support portfolio performance and mission. The document provides examples of how BDS can be improved by establishing clear goals, metrics, engagement strategies and funding models. It also presents a case study of how one CDFI, Working Solutions, redesigned their BDS program through improved processes, staff roles and impact tracking.
Business manager
This job posting is for a Business Manager position with Savage, an innovative supply chain solutions company based in Calgary, Alberta, Canada. The position provides financial and commercial support to Savage's Western Canada Petroleum Solutions Business Unit. Responsibilities include preparing business plans and budgets, advising on new projects, analyzing financial data, and managing accounting processes. The ideal candidate is a strategic thinker with strong communication and analytical skills as well as 4-8 years of relevant experience in accounting, finance, or economics.
Overcoming roadblocks in creating a next generation accounting practice
Growing a leading client accounting services practice doesn’t happen overnight– it requires a well-structured business plan, highly motivated staff, best-of-breed technology solutions, and a client-centric focus.
As you embark on building an efficient practice that leverages innovative technologies and services, you may encounter some obstacles – from firm leadership and staff, as well as clients. Join us for a webinar where we will discuss how to overcome common roadblocks to achieve success.
Blancas Sandoval & Associates, PA - Firm Profile
Blancas Sandoval & Associates, P.A. provides accounting, tax, financial advisory, and business consulting services to small businesses. The firm has offices in Davie, Florida and Lima, Peru and offers services such as accounting, tax preparation and planning, financial planning, business consulting, and executive recruiting. The document provides details on the various services offered and contact information.
Businesshive Overview
The document discusses a business consulting service called BusinessHive that aims to help businesses with strategic planning, project implementation, and improving profitability and customer loyalty. It provides counseling, coaching, and helps set priorities and address needs. BusinessHive's process involves interviewing decision-makers, providing a project scope document, making recommendations, and executing and driving projects to completion. The results can include improved situation analysis, reduced costs, new sales channels, turn competition into collaboration, and a living vision for the future through planning.
Bpr 01 Introduction
The document provides an introduction and history of business process re-engineering (BPR). It discusses how BPR aims to fundamentally rethink and radically redesign business processes to achieve dramatic improvements in performance. BPR focuses on completely redesigning processes from scratch rather than automating existing processes. It emphasizes starting without preconceptions and focusing on what processes should be, rather than what they are currently.
Uncover outsourced accounting opportunities during tax season
This document discusses opportunities for accounting firms to provide outsourced client accounting services. It introduces Intacct and Bill.com as preferred technology solutions that allow firms to take on more client accounting work. Firms can use these solutions to take on transactional services, controllership, and virtual CFO work. The document provides a case study of one firm that grew its client accounting services from 2 to 9 clients by educating its tax team on the new services. It recommends developing questions for the tax team to identify client needs and opportunities.
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S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptx
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S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf
From People to Profit by Olivia Fields at Engage 2016
From People to Profit by Olivia Fields at Engage 2016
Optimizing "Customer Experience with CRM / Salesforce tools
Optimizing "Customer Experience with CRM / Salesforce tools
We've Had it All Wrong: Manage Processes, Not people
We've Had it All Wrong: Manage Processes, Not people
A New Model for CDFI Business Development Services
A New Model for CDFI Business Development Services
Overcoming roadblocks in creating a next generation accounting practice
Overcoming roadblocks in creating a next generation accounting practice
Uncover outsourced accounting opportunities during tax season
Uncover outsourced accounting opportunities during tax season
Introduction To Das
- 1. Introduction To Dynamic Advisory Solutions Ren J. Carlton, CPA, CSMC President, Dynamic Advisory Solutions 2250 Butterfield Dr., Suite 240 Troy, MI 48084 248.283.8834 rcarlton@daspc.com www.daspc.com
- 3. Meet internal and external reporting requirements
- 5. Dynamic Advisory Solutions Services CFO Services Controller Services Turn-Around Consulting
- 6. Dynamic Advisory Solutions Value Proposition
- 7. Comparing DAS to a Traditional CPA Firm Specialization Proprietary Processes Forward Thinking Non-Independent
- 8. Why A Business Would Need Us?
- 11. Company Dashboard and Employee Scorecard Process
- 13. Thank You For Your Time! Questions? Ren J. Carlton, CPA, CSMC President, Dynamic Advisory Solutions 2250 Butterfield Dr., Suite 240 Troy, MI 48084 248.283.8834 rcarlton@daspc.com www.daspc.com