Financial Strategy and Support for Conscious Businesses and Nonprofits
Get your financials in order. Make better decisions. Fulfill your mission.
If the thought of getting bogged down in the numbers makes you cringe, but you still know that it’s vital for your organization’s survival, you’re in the right place.
Most accountants and finance people simply crunch numbers and spit out reports that you have no idea how to translate, let alone take action from. That, or they have no clue how to create a safe space for you to discover what’s really causing your current financial challenges in the first place.
With over 15 years of experience helping businesses and nonprofits get on top of their finances so that they can successfully and sustainably serve their clients and communities, we are confident that we can support you to keep your organization thriving in its quest to contribute to a better world.
Services We Offer
Many business owners and executives know that reliable bookkeepers who understand accounting principles, tax compliance, and business strategy are hard to come by, so they often resort to paying overly inflated prices to have their tax accountant’s firm do it. We’ve seen all the messes and will ensure that your books and financials are 100% rock solid and easily able to be submitted to your tax accountant, auditors, board of directors, and/or investors as needed.
Bookkeeping
Let’s face it. Bills, payroll, sales tax, and collections can be a drag at best and overwhelming at worst. As your business or organization’s success grows, so does the need for these processes to run reliably and smoothly, ensuring that your vendors and employees are happy, the government is off your back, and you’re efficiently collecting on all of your hard-earned money. We will work with you and your existing team to build more effective and efficient SOP’s, train them from start to finish, and ensure that you will never have to worry about employee turnover wreaking havoc on your financial operations.
Controllership Consulting
Many businesses and organizations are in need of a CFO to collaborate and strategize with, but don’t have the money or resources to bring on a full-time executive. At a fraction of the cost, we provide this same level of service—analyzing your numbers and building a financial strategy and action plan together to reach your profitability and cash flow goals. Whether your intent is to grow, sustain, receive funding, or make a complete shift in your business or organization, we can help get you there.
CFO Services
You otherwise already have the financial department you need or perhaps you’re a solopreneur who doesn’t yet have the resources for ongoing outsourced support. Either way, you can’t seem to figure out why you’re so resistant to managing your finances, or why you can’t help but continue to make decisions that deep down you know aren’t good for you or your business. With even just one session, a quality coach can help you identify your subconscious habits that are sabotaging your best efforts and process the emotional and psychological “baggage” that’s driving them, all so that you can once and for all move forward with the original goals you had set in mind.
Coaching
Ready to explore?
Book a free discovery call and financial assessment to see if we’re the right partner for you!
“I’ve dealt with hundreds of bookkeepers, controllers and CFO’s in my 25 year career and it’s easy to state, without hesitation, that Dan Sieling is simply one of the best I’ve worked with. He’s has an excellent mix of attention to detail, dogged determination, knowledge of the art of finance, and mostly a calm and warm presence that will benefit any firm that engages his services.”
Robert Kandell - Fractional CFO
