DCG | CPA and Management Consulting Firm Agency Logo

DCG | CPA and Management Consulting Firm

About the company

Phoenix, AZ
Founded: 2022
50+ Empl.

In a world where most CPA firms confine themselves to tax software specialization, we at DCG choose to diverge. We are not your average CPA firm. Tax returns, tax planning, tax strategy, and historical catchup will always be free, and we don’t charge per hour. We have established ourselves as pioneers in providing comprehensive office of finance and accounting services, lead by a seasoned CFO. As a professional CPA firm, we aim to address and mitigate many of the risks associated with working with a solo bookkeeper. As a professional CPA firm, we aim to address and mitigate many of the risks associated with working with a solo bookkeeper. Unlike a solo bookkeeper, our firm comprises a diverse team of experienced professionals. This ensures a broad and deep pool of knowledge that can cover all aspects of your business’s financial needs, from routine bookkeeping to complex financial analysis, tax planning, and compliance matters. We’re equipped to manage your finances accurately and efficiently, no matter how complex they might be.

In a world where most CPA firms confine themselves to tax software specialization, we at DCG choose to diverge. We are not your average CPA firm. Tax returns, tax planning, tax strategy, and historical catchup will always be free, and we don’t charge per hour. We have established ourselves as pioneers in providing comprehensive office of finance and accounting services, lead by a seasoned CFO. As a professional CPA firm, we aim to address and mitigate many of the risks associated with working with a solo bookkeeper. As a professional CPA firm, we aim to address and mitigate many of the risks associated with working with a solo bookkeeper. Unlike a solo bookkeeper, our firm comprises a diverse team of experienced professionals. This ensures a broad and deep pool of knowledge that can cover all aspects of your business’s financial needs, from routine bookkeeping to complex financial analysis, tax planning, and compliance matters. We’re equipped to manage your finances accurately and efficiently, no matter how complex they might be.

In a world where most CPA firms confine themselves to tax software specialization, we at DCG choose to diverge. We are not your average CPA firm. Tax returns, tax planning, tax strategy, and historical catchup will always be free, and we don’t charge per hour. We have established ourselves as pioneers in providing comprehensive office of finance and accounting services, lead by a seasoned CFO. As a professional CPA firm, we aim to address and mitigate many of the risks associated with working with a solo bookkeeper. As a professional CPA firm, we aim to address and mitigate many of the risks associated with working with a solo bookkeeper. Unlike a solo bookkeeper, our firm comprises a diverse team of experienced professionals. This ensures a broad and deep pool of knowledge that can cover all aspects of your business’s financial needs, from routine bookkeeping to complex financial analysis, tax planning, and compliance matters. We’re equipped to manage your finances accurately and efficiently, no matter how complex they might be.

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Services

AccountingFractional CFO Services

Industries

AutomotiveEducationManufacturingRetailE-commerceReal estateSupply Chain, Logistics, and TransportInformation technologyAdvertising & marketingArts, entertainment & musicConsumer products & servicesHospitality & leisureMedicalNon-profitDentalLegal Cannabis

Portfolio

Financial Audit

In the past, Koning Health, an avant-garde enterprise committed to improving healthcare through cutting-edge imaging technology, found themselves in a complex financial situation. As they grew rapidly, so did the complexity of their financial operations. They approached our firm for an audit, seeking assurance and clarity about their financial health.When we commenced the audit, we discovered the unique challenges that Koning Health faced. Their rapid expansion, coupled with the inherent complexities of the healthcare tech industry, had resulted in convoluted financial records and systems. However, we weren’t deterred. Instead, we saw it as a jigsaw puzzle waiting to be solved.We rolled up our sleeves and dived into the audit process. We meticulously reviewed every transaction, cross-checking details and seeking explanations for anomalies. This process was not only about compliance but also about understanding Koning Health’s business, identifying potential risk areas, and providing recommendations for improvement.Through our rigorous auditing process, we were able to bring clarity to Koning Health’s financial landscape. We provided them with a clear, accurate picture of their financial health and offered actionable insights on improving their financial controls and processes. The audit also helped them build trust with their investors, stakeholders, and customers, reinforcing their reputation as a transparent, accountable organization.Beyond the successful audit, what truly made this experience memorable was the collaborative relationship that emerged. Koning Health appreciated our thoroughness, our commitment to understanding their business, and the actionable insights we provided. The audit was not just a process of verification, but a journey of mutual learning and growth.

Office of Finance-as-a-Service

Once upon a time, Faith Community Health, a non-profit dedicated to providing affordable healthcare, faced financial management challenges. Like many non-profits, their expertise was in serving the community, not in managing complex finances. They sought our fractional CFO service to bridge this gap without straining their budget.When we began, their finance operations were fragmented. They were doing an incredible job providing services to their community but were struggling with resource allocation, financial forecasting, and strategic financial planning.We first helped them streamline their financial processes, implementing efficient systems to cut down on paperwork and free up their team’s time for mission-focused work. The transformation was rapid and visible. Their team could see the changes and felt a wave of relief.Next, we brought in our fractional CFO, who provided the strategic financial leadership they needed. Our CFO helped them refine their budgeting, improve cash flow management, and develop a more strategic approach to fundraising.Within a year, Faith Community Health saw significant improvements. Their financial health strengthened, enabling them to expand their services. They were now not just surviving, but thriving. And they did all this without the cost of a full-time CFO.Today, Faith Community Health is serving their community better than ever, with a sustainable model for financial management that ensures they can continue their important work for years to come. And we’re proud to say we played a part in their success.

Office of Finance-as-as-Service

Once, MycoCycle, an innovative start-up on a mission to revolutionize waste management through fungi technology, approached our firm. Although they had a groundbreaking idea, they were pre-revenue and navigating the labyrinth of start-up finances and fundraising.When we stepped in, MycoCycle was facing the daunting world of start-up taxes, controls, and fundraising. Their vision was powerful, but they needed financial guidance to turn their ideas into a sustainable business.Our first mission was to demystify their taxes. We worked closely with them, simplifying the complexities and ensuring they could take full advantage of start-up tax benefits. This process helped MycoCycle save significant funds they could reinvest into their budding business.Next, we tackled the issue of establishing strong financial controls. Our fractional CFO developed a bespoke, scalable financial structure that could grow with MycoCycle. We ensured they had robust systems for budgeting, expenditure tracking, and financial reporting. This solid foundation reassured potential investors of their financial discipline and foresight.Lastly, we assisted them in their fundraising efforts. Our fractional CFO provided valuable insights into crafting a compelling narrative around their financials. With our deep understanding of investor expectations and due diligence processes, we were able to guide MycoCycle in positioning themselves favorably.The result was transformative. MycoCycle attracted their first round of funding, ensuring their groundbreaking vision could become a reality. They gained not just financial resources, but also the confidence that they had the right financial systems and strategies in place.Today, MycoCycle continues to innovate in waste management, and we remain their strategic partner. Through our services, they’ve been able to focus on what they do best – transforming waste management through the power of fungi. And we couldn’t be prouder to support their journey.

Reviews ( 2 )

Overall rating

5

2 Reviews

Expertise

5

Accuracy of Cost Estimates

5

Value for Money

5

Communication

5

Accuracy of Timeline

5

Revolutionizing Financial Management for a Nonprofit Health Clinic

Published: November 27, 2019

The Project

Accounting

Completed

Oct 2018 - Nov 2019

anonymous

Anonymous

Executive Director

Confidential

10 - 49 employees

Overall rating

5

Expertise

5

Accuracy of Cost Estimates

5

Communication & Responsiveness

5

Accuracy of Timeline

5

Value for Money

5

Willingness to Refer

10/10

Summary

DCG | CPA and Management Consulting Firm has been instrumental in revolutionizing our financial management processes. Their team’s expertise, timely deliverables, and constant support have been invaluable in helping us streamline our operations and improve efficiency.

Project Description

I discovered DCG | CPA and Management Consulting Firm through an online search and chose them over others due to their high ratings, budget-friendly pricing, and great culture fit. They assigned a team of 2-5 employees to oversee our financial aspects, managing accounts payable, payroll, monthly reporting, cash flow forecasting, and more. The scope of their involvement included streamlining accounts payable processes, reconciling bank accounts, coding expenses, processing payroll, generating financial reports, forecasting cash flow, and conducting monthly financial reviews. Throughout the project, we maintained regular communication and received timely deliverables that met our needs.

Pros

Thanks to DCG | CPA and Management Consulting Firm, our books have been cleaned up and audited without any issues. They deliver items on time, respond quickly to our needs, and provide constant support. Their availability and expertise in various areas of accounting and finance have been impressive.

Cons

At this time, there are no areas for improvement or things that DCG | CPA and Management Consulting Firm could have done differently. Our experience working with them has been smooth sailing.

Switched from another provider?

yes

Considered other providers?

yes

Revolutionizing Financial Management Services

Published: September 30, 2018

The Project

Accounting

Completed

Mar 2018 - Sep 2018

anonymous

Anonymous

CEO

Advertising & marketing

2 - 9 employees

Overall rating

5

Expertise

5

Accuracy of Cost Estimates

5

Communication & Responsiveness

5

Accuracy of Timeline

5

Value for Money

5

Willingness to Refer

10/10

Summary

DCG | CPA and Management Consulting Firm has been a valuable partner in providing ongoing tax preparation services for our marketing agency. Their proactive approach, attention to detail, and commitment to excellence have made them stand out as a top-notch financial management firm.

Project Description

I discovered DCG | CPA and Management Consulting Firm through a trusted referral. Their team of 2-5 employees has been instrumental in providing tax preparation services for multiple years, alongside managing our financial aspects such as bookkeeping, payroll, and invoicing. They have also helped ensure our financial health and projections are on track.

Pros

The consultation expertise and personable approach of DCG | CPA and Management Consulting Firm have greatly impressed me. Their responsiveness and dedication to ensuring our financial operations are compliant with Sarbanes-Oxley regulations are truly commendable.

Cons

I have not identified any areas for improvement with DCG | CPA and Management Consulting Firm. They have exceeded our expectations and outperformed previous financial services and accountants we’ve worked with.

Switched from another provider?

yes

Considered other providers?

yes

Offices

Headquarter

Phoenix, 2425 East Camelback Road

New York

379 West Broadway

Los Angeles

1150 South Olive Street

Miami Beach

429 Lenox Avenue

Dallas

Dallas Parkway

Chicago

1 North Dearborn Street

Area served

WorldWide

Media

No Media yet

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