Advisory Services
Every business shares the challenge of defining the right strategy for profit and growth, but you and your management team do not need to face this challenge alone. DSB Rock Island provides strategic guidance and advisory services to help you find the right path for your business. Our team of CPAs and financial professionals share industry-specific experience, connections, and practical tools to support your business growth.
DSB Rock Island recognizes the importance of trusted counsel to provide the guidance, resources, and network necessary for you to reach your financial goals. We bring clarity and sharp analysis to the table, enabling you to chart the next steps for your business with confidence.
Connect with our Team
Sean Boland
Managing Partner
Jon Cassens
Partner | Business Services
Andy Clausen
Director | Valuation
Stacie Paetznick
Senior Manager | Business Services
Outsourced CFO
DSB Rock Island recognizes the unique business challenges faced by a growing business. We created a custom Outsourced CFO package to meet these challenges. Our team of accounting professionals and CPAs is scaled and customized to your business needs. Our outsourced and cost-effective “back office” accounting solution is the perfect solution for fast-moving business leaders and entrepreneurs.
Financial KPI Dashboards and Advisory Services
We offer a professional financial management tool that gives you comprehensive insight on your company’s finances as you chart a course for success. With our team’s CPA guidance, Key Performance Indicator dashboards, and software integration, DSB Rock Island guides your business toward achieving your financial goals. Our outsourced CFO-level services are integrated and align with your business to scale with you according to your unique needs. Gain instant insight into your company’s financial health, and make strategic decisions to increase profit, improve cash flow, and gain efficiency.
Cash Flow Management
An accurate cash flow analysis is often the most important assessment of your business’s finances. DSB Rock Island provides timely, objective cash flow analysis and guidance from our team of industry expert CPAs and financial professionals. We go beyond basic analysis to inform you on financial management strategies that are specific to your opportunities and industry. Together, we help you work through all the data and options to ultimately set you up with your best course of action for a successful cash flow strategy.
Mergers and Acquisitions
Mergers and Acquisitions can involve many emotions and complex situations. The right team of advisors can help you navigate this terrain and keep your best interests at the forefront. DSB Rock Island is your advocate when heading down the path of a merger or acquisition. Consider us your companion for the difficult decisions ahead – with first-hand experience owning and operating businesses and our industry-specific insights, our team provides strategic recommendations tailored to your unique needs.
Business Succession Planning
DSB Rock Island understands making a succession plan can be an emotional and stressful time for a business owner. You may be ready to start on a new and exciting journey beyond your business, but there can be many unknown elements to conquer first. Our responsive and caring experts help you understand your many options as you consider transferring or selling your business. Your business is your legacy, and we create a strategy to protect that legacy and its interests for years to come.
Accessible Team
What level of accounting service and support is right for your business?
ASK ONE OF OUR EXPERTS
