CFO/Controllership Services

Relying on best practices in accounting and financial management, our Controllership Group helps accounting departments create:

  • Timely financial statements

  • Tax planning & optimization

  • Automated business systems

  • Clear policies and procedures

  • Realistic budgets and forecasts

  • Customized Real-Time Dashboards

  • Relevant industry benchmarks and key performance metrics

  • Reliable projections for capital expenditures, staffing needs and inventory levels

  • Real-time transaction processing

  • Weekly/Monthly Payroll Services

  • Annual Tax Return

We routinely analyze buying decisions and cost centers to find ways of reducing costs. Our experienced team uses its industry-proven processes and knowledge to improve our clients’ business operations.


Tax Planning

With the new tax law in effect, most businesses are leaving money on the table without proper tax structuring. Using our tax expertise, we provide constant tax planning & analysis so you are putting extra money in your pocket. This includes tax optimization of pass-through entities (LLCs, S-Corps, Partnerships), Corporations, and International Corporations. We analyze your situation on a case-by case basis offering the best tax structure for each situation. 


Full Charge Bookkeeping Services

For most businesses, it’s more efficient to outsource their entire bookkeeping function than to staff it internally. As enterprise bookkeepers, we manage all aspects of their accounts receivables, accounts payables and payroll. This includes preparation of 1099s, W-2s, sales and use tax returns, and payroll tax returns. We prepare invoices and statements, pay invoices,  resolve customer and vendor issues and reconcile accounts.

We are skilled in accounting software preferred by most industry sectors, including:

  • QuickBooks

  • Bill.com

  • Gusto


Business Intelligence

BI is our firm’s true passion. We pride ourselves in establishing real-time dashboard and key performance metrics (KPIs) that drive business decisions. By combining key operational and financial drivers, we provide our clients with insights into their businesses they can use to spot trends as they begin to occur.

We begin by determining what is important to each client in order to create customized dashboards and metrics tailored to their operations. These value added services are an indispensable asset for companies looking to operate more efficiently and improve their bottom line.


Cloud Based Solutions

The evolution of the cloud has brought advances and efficiencies to just about every industry, the accounting field is no exception. At CFO Associates, we partner with the top financial software vendors to provide our clients with custom cloud-based financial solutions.

Moving from desktop accounting software to cloud-based ones allows for easy access to
real-time financial information from anywhere, anytime, and on any platform. Once implemented, these solutions are fully scalable to support growth and reduce manual data entry to streamline accounting workflows.


Our Promise To You

As a client of DC CPA, we want you to know you have the right to expect the following from us:

  • You will be treated as our most important client, and we will always strive to exceed your expectations.

  • We understand your concerns and will be honest and sincere with you at all times. It is our job to find and communicate the best possible solutions or alternatives to meet your needs.
    We will honor our commitments to you promptly and with professional expertise.

  • Our services and products will always be of exceptional quality and meet the highest of professional standards.

  • Our services are not intended to be the cheapest in the market, but they will always be the highest quality and value so that you will gain real benefit from them.

  • We believe your perception of our work is the reality. Our work is not complete until you are pleased.

  • We are always available to assist you with your business, tax, financial, and accounting concerns. All members of our team have the authority to address your requests and questions.

  • We will acknowledge any communication you have with us by the end of the next working day.

  • Your feedback is necessary to our continuous innovation and improvement. We always welcome your ideas, your comments, and your suggestions. We look forward to a long-term partnership.