Let’s Build Your Strategic Foundation.

Clear Pricing. Custom Support.

We know that no two businesses are alike. That’s why we offer flexible, retainer-based pricing—so you get the support you need without the stress of surprise billing.

Predictable monthly retainers to support your cash flow
Tiered options based on your goals and budget
Easy to adjust as your business scales

Tier

Includes

Ideal For

Essential

Bookkeeping + monthly reports

New and solo business owners

Growth

Includes Essential + cash flow, budgeting

Expanding businesses

Strategic

Includes Growth + full CFO support

Teams ready for next-level decisions

Our
Services

Client Accounting Services

Monthly financial reporting & reconciliations

General ledger management

Bill pay, A/P support, and payroll

Software optimization (QuickBooks Online, Bill.com, Gusto)

Sales tax and compliance support

CFO Services

Budgeting & forecasting

Strategic cash flow management

Profitability & margin analysis

Scenario planning and growth strategy

Lender/investor reporting

Internal controls and process reviews

Support That Fits Your Business

From bookkeeping to strategy, we’re here to provide the level of guidance you need—no more, no less. Let’s talk about how we can support you with clarity and confidence.

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Why “Not Just Bookkeeping”?

If your current accounting solution only tells you where you’ve been, it’s not enough. At DSG CPAs + Advisors, our CAS and CFO services give you a forward-looking view—empowering you to make strategic decisions with confidence.

Monthly financial visibility

Cash flow insights

Scalable support as you grow

A real partner—not just a processor

Better data. Better decisions. Better business.

Our Client Accounting Services (CAS) and CFO support go beyond the basics—designed for business owners who need clarity, consistency, and a trusted team.

Let's Talk

VantageCFO

Not Just Bookkeeping. Real Strategy. Real Results