Services

Executive-level expertise at a fraction of the cost of a full time CFO. Services are based on the needs of your business and can be scaled up or down as your needs change. Services can be provided hourly, monthly, or project-based.

• Strategic Financial Planning: Develop financial strategies, budgets, and forecasts to support business growth.

• Cash Flow & Risk Management: Oversee cash flow, manages financial risks, and ensures compliance.

• Financial Analysis: Analyze financial data to identify strengths, weaknesses, and opportunities.

• Fundraising Support: Prepare companies for funding rounds and assists with investor relations.

• Regulation & Compliance: Keep companies up to date on ever changing financial regulations.

Professional bookkeeping and accounting services tailored to the needs of your business. Options include:

• Financial record-keeping: Record financial transactions, maintains ledgers, and ensures the accuracy of all financial data.

• Financial Reporting & Analysis: Prepare key financial statements, such as balance sheets, income statements, and cash flow statements. Evaluates financial data to identify trends, assess performance, and communicate findings to management. 

• Budgeting and Forecasting: Assist with the creation of budgets and provides financial analysis.

• Cost Accounting: Analyze the costs associated with production and operations.

• Audit/Review: Conduct external audits or reviews to verify the accuracy of financial records and compliance with regulations.

Receive expert analysis of your company's workflows. Boost efficiency, cut costs, reduce waste, and align operations with your business goals. Enhance performance for better productivity and overall employee and customer satisfaction. DK Worth Financial will focus on streamlining processes through incremental improvements that will give your business a competitive edge. Financial processes that took weeks of data entry can be reduced to hours or minutes, freeing you to focus on other business tasks.

• Increase Efficiency & Productivity: Streamline tasks, eliminate redundancies, and automate.

• Reduce Costs & Waste: Identify and remove non-value-added steps.

• Improve Quality: Enhance accuracy and consistency.

• Boost Customer Satisfaction: Improve response times and provide better outcomes for customers.

• Enhance Agility: Provide flexible process that can be adapted to market changes. 

Receive an expert review and analysis of your financial software to ensure it is in line with your company's operations and strategic goals. DK Worth Financial can help you optimize your current system or help you through the process of upgrading your financial software. Having the right software in place can offer improved efficiency, better visibility, enhanced accuracy and scalability for better decision making.

Financial Systems Review:

• Meet Your Goals: Ensure your internal finance systems (software, processes, controls) are efficient and meet your business needs.

• Reduce Errors & Inefficiencies: Review the current process for tracking income/expenses, cash flow, budget variances, and compliance to identify errors or inefficiencies.

• Maximize Software Functionality: Boost efficiency, accuracy, and decision-making by streamlining workflows and automating tasks. Align your  financial operations with strategic objectives to improve decision-making.

New Financial Systems Implementation:

• Project Management: Receive detailed detailed plans to define scope, form committees, assign project managers, and set timelines.

• Analysis & Design: Analyze your current needs, define future requirements, design new processes, and assist with selecting the right software.

• Configuration & Development: Set up, customize, and integrate the new system with other platforms.

• Data Migration: Move historical financial data from old systems to the new one, ensuring accuracy and consistency.

• Testing: Confirm the new system's processes and functionality before going live.

• Training & Support: Educate end-users on the new system and processes, plus post-implementation support. 

Have your individual or business taxes prepared by a financial professional who will ensure compliance with federal, state, and local tax laws, minimizing tax liability and maximizing eligible refunds.  

• Gathering Information & Calculating Taxes Owed: Computes any taxes owed or the amount of refund due, applying all applicable adjustments, deductions, and credits.

• Filing Returns: Completing and filing the required tax forms with the IRS, state, and local government agencies, making sure all prepared returns are complaint with the latest tax codes.

• Advising and Planning: Provides advice on future tax planning strategies, helping you or your business make informed financial decisions.

• Representation: If needed, will represent clients before the IRS in case of audits, appeals, or collection issues.

Create a custom plan to meet your company's needs. Our expertise can provide your business with strategic financial advice, going beyond basic bookkeeping by analyzing data, streamlining systems, and forecasting to help you improve profitability, manage risk, and make informed decisions.       DK Worth Financial can identify financial weaknesses, find cost-saving opportunities, design better accounting systems, and help with complex areas like mergers or tax structures, acting as a trusted advisor for financial success.