DSA Finance & Accounting Group

DSA Finance & Accounting Solutions provides services that bring structure, insight, and strategy to your business. From monthly reporting to cash flow forecasting and KPI tracking, we help you understand your numbers and use them to drive smarter growth.

Starter - “Foundation for Clarity”

Ideal for: Small business owners who need structure, visibility, and consistency in reporting.

Reliable monthly reporting and insights that clarify financial performance.

  • Monthly reporting package with financial statements

  • KPI tracking and variance analysis

  • Monthly insight summary highlighting trends and opportunities

  • Basic process checks to ensure data accuracy

Gain confidence in your numbers with accurate, timely reporting and insights you can use.

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Strategic - “Optimize and Plan for the Future”

Ideal for: Established businesses ready to improve processes, efficiency, and profitability.

Turning numbers into strategy with systems, planning, and process improvements.

  • Process review and workflow optimization

  • Financial planning and cash flow forecasting

  • Payroll advisory and compliance review

  • Quarterly financial strategy sessions

Move from reactive to proactive. We streamline your processes and create a clear financial strategy for sustainable growth.

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Growth - “Finance Partner for Expansion”

Ideal for: Businesses scaling, preparing for investment, or managing rapid growth.

Forward-looking financial management, forecasting, and reporting for stakeholders.

  • Custom KPI dashboards and automated reporting

  • Board and investor reporting packages

  • Forecasting, budgeting, and performance analysis

  • Financial review meetings and strategic advisory

Get CFO-level insights without the full-time cost. We help you manage growth, prepare for funding, and make confident decisions with clarity

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If you’re not sure where to start, that’s okay!
Use the chart below to explore what’s included in each service level — then book a quick consultation, and we’ll help you find the right fit for your business stage

A table comparing features across three categories: Starter, Strategic, and Growth. Features include Monthly Financial Reporting, KPI & Variance Analysis, Process Optimization, Cash Flow Forecasting, Strategic Planning Sessions, and Board / Investor Reporting, with checkmarks indicating their availability in each category.
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