Managing The Financial Health & Wealth of Your Organization

Many businesses are choosing to expand upon the scope of outsourced services by adding controllership and CFO functions to the mix. Duncan Financial Solution’s outsourced CFO services help our clients gain visibility into the financial health of their businesses by fulfilling strategic and consultative functions like budgeting, forecasting, and internal audits.

In this capacity as CFO, Duncan Financial Solutions provides structure and guidance to organizations that may not otherwise have access to these types of insights and analyses.

Strategic Insights and Input from your Outsourced CFO

Our professionals provide high-level expertise that help businesses make sound financial and accounting decisions and assist in making processes and technology run more efficiently. The benefits of outsourcing high-level finance and accounting functions include meaningful and succinct financials that stem from the fresh ideas, new answers, and strategic input that the experts at Sikich can provide.

Duncan Financial Solutions helps determine, construct, and manage a financial path for business success by providing:

Business projections
Cash flow planning and predictions
Clean, accurate financial and accounting data
Competency in answering financial/accounting questions
Consultative services
Development of financial processes and metrics
Financial management of growth and rebound phases, including acquisitions and expansions
Strategic direction, forecasting, and solutions
Streamlined processes
Tax planning and audit facilitation
Wealth preservation and wealth creation guidance
Workflow assessment and mapping

Contact Me

Better yet, see us in person!

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Duncan Financial Solutions, PLLC

D. Duncan Welch, CPA, PMP, CSM, MBA Founder and Managing Parter +1.601-937-3585

Hours

Open today

09:00 am – 05:00 pm

Duncan Financial Solutions