Defining the right strategy for profit and growth is a challenge that every business shares. But it is not a challenge that you and your management team have to face alone. When you align with our team of CPAs and advisors, you tap into financial planning guidance, industry-specific expertise, connections and practical tools for your business growth.

DS+B is a team of connected, proactive and accessible professionals that can help you with business financial planning, facilitate a network of trusted advisors to support you with resources along the way, and provide guidance to transition favorably when you reach your goal. We bring clarity and sharp analysis to the table that enables you to chart your financial path with confidence.


Business growth, financial planning and advisory services
  • Strategic planning for the outcome you want
  • Collaborate on strategies to maximize cash flow
  • Improve the accuracy and timeliness of financial reporting for better decision-making
  • Budgeting and forecasting to plan for operational growth
  • Minimize your business tax liability and stay up-to-date on all credits + incentives
  • Test market or product/service expansion options with break-even analysis
  • Business process improvement to increase efficiencies and minimize expenses
  • Reporting and development of your financial Key Performance Indicators (KPIs)
  • Industry connections and business relationships to aid your business growth
  • Analysis and benchmarking of your industry ratios to uncover new opportunities for improvement
  • Information technology recommendations and implementation of accounting software to increase productivity
  • Succession planning for management and key staff to ensure business continuity
  • Business valuation and advisors to help you understand how to maximize the eventual sale price

Put our firm’s 60+ years of experience helping privately held businesses grow profitably to work for you. Find out how DS+B can help your business or organizationContact us today