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DFS streamlines operations and enhances efficiency through comprehensive business operations management and administrative solutions.

The DFS approach centers on understanding each organization’s unique needs and available resources, then applying flexible, efficient, and proven strategies to help leaders reach their goals.

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CFO

Interim / Fractional CFO Services

Dynamic Fiscal Solutions

Interim and Fractional CFO services provide high-level business and financial expertise on an as-needed basis, supporting organizations from start-ups to multi-million-dollar enterprises with strategic guidance and executive oversight.

 

  • Financial Strategy & Planning

    • Development of multi-year strategic financial plans aligned with business goals

    • Annual budgeting and ongoing forecasting processes

    • Scenario modeling and sensitivity analysis for major business decisions

    • Capital allocation strategy and return on investment project analysis

  • Cash Flow Management

    • Cash flow forecasting and monitoring

    • Working capital optimization and management

    • Treasury management and banking relationship oversight

    • Liquidity planning and credit facility management​​

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  • Financial Reporting & Analysis

    • Monthly management reporting packages and KPI development

    • Board-ready financial presentations and materials

    • Custom analytics to support strategic decision-making

    • Profitability analysis by product, service, or business unit

  • Accounting Operations & Systems

    • Accounting software management (e.g., Skyward, Linq, Tyler Technologies Sage, QuickBooks)

    • Chart of accounts design and financial system implementation

    • Internal controls design and compliance monitoring

    • Accounting policy development and documentation

  • Mergers & Acquisitions

    • Financial due diligence leadership

    • Financial structure and system redesign

    • Deal modeling and valuation analysis

    • Post-merger integration planning and execution

  • Risk Management & Compliance

    • Financial risk assessment and mitigation strategies

    • Audit preparation and coordination (external and internal)

    • Insurance program review and optimization

    • Regulatory compliance monitoring

Business Office Dev'pt

Business Office Development Services

Business Office Development services streamline operations and increase organizational efficiency through comprehensive management of business processes and administrative systems. We partner with companies of all sizes and across diverse industries to build and optimize back-office structures that reduce operational costs, minimize risk, and support sustainable or scalable growth. This includes:

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  • Departmental Structuring

    • Operations team structure design and optimization

    • Business systems implementation and optimization

    • Recruitment, onboarding, and development of team members

    • Performance management and succession planning

  • Process Management

    • Process documentation and procedure development

    • Document management and filing systems

    • Expense management system design and implementation

    • Workflow automation

  • Vendor and Contractor Management

    • Cost-benefit analysis

    • Scope and duration of work evaluation

    • Control and integration design and structuring

    • Worker classification strategy and compliance support

Grant Mgmt

Grant Management Leadership Services

Grant Management Leadership services provide comprehensive financial oversight that ensures full compliance, accurate reporting, and strategic management of grants from award setup through closeout and audit. We support organizations that manage federal, state, foundation, and corporate funding by administering the entire grant lifecycle.

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  • Grant Financial Setup & Administration

    • Chart of accounts configuration and grant-specific coding structures

    • Award budget loading and allocation across cost categories

    • Grant-specific bank account setup and reconciliation

    • Subrecipient and contractor payment processing and monitoring

  • Budget Management & Monitoring

    • Real-time expenditure tracking against approved budgets

    • Budget vs. actual variance analysis and reporting

    • Burn rate monitoring and spending projections

    • Budget modification and reallocation requests preparation

    • Cost allocation and indirect rate calculations

    • Allowable cost determination and documentation

  • Financial Compliance & Controls

    • Adherence to OMB Uniform Guidance (2 CFR 200) and funder-specific requirements

    • Direct vs. indirect cost classification and tracking

    • Time and effort reporting coordination, and certification

    • Internal controls implementation for grant expenditures

  • Financial Reporting & Reconciliation

    • Monthly and quarterly financial status reports to funders

    • Grant expense reconciliation and general ledger tie-outs

    • Drawdown requests and reimbursement processing

    • Final financial closeout reports and unexpended fund returns

  • Audit & Risk Management

    • Single audit (A-133/Uniform Guidance) preparation and coordination

    • Supporting documentation organization for auditor requests

    • Finding resolution and developing a corrective action plan development

    • Funder site visit preparation and financial documentation review

  • Systems & Analysis

    • Financial dashboards and KPI tracking for grant portfolio

    • Cash flow forecasting for grant-funded activities

    • Cost recovery analysis and optimization

    • Multi-year grant financial planning and sustainability analysis

ERP

Enterprise Resource Planning (ERP) Services

Enterprise Resource Planning (ERP) services support organizations through the full ERP lifecycle, from system selection and implementation to user adoption and long-term optimization. We help businesses choose the right ERP platform by conducting needs assessments, identifying process gaps, and evaluating systems that align with organizational size, industry requirements, and growth goals.​

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  • System Selection & Strategy

    • Conducting needs assessments to identify business requirements and process gaps

    • Evaluating ERP platforms against organizational size, industry, and functional needs

    • Developing implementation roadmaps with phasing, resource requirements, and timelines

    • Creating cost-benefit analyses including licensing, infrastructure, and change management costs

  • Implementation & Configuration

    • Coordinating with software vendors and technical teams on customizations and integrations

    • Developing integration plans across finance, operations, and other departments

    • Configuring workflows, approval hierarchies, and automated processes to match business rules

    • Managing data migration strategies including cleansing, mapping, and validation from legacy systems

  • Change Management & Training

    • Developing organizational strategies for user adoption and minimization of resistance

    • Creating role-based training programs and documentation for end users and system administrators

    • Facilitating stakeholder engagement across departments to ensure buy-in and participation

    • Establishing support structures and help desk protocols for post-implementation assistance

  • Optimization & Continuous Improvement

    • Monitoring system performance metrics and user feedback to identify enhancement opportunities

    • Streamlining processes and eliminating redundancies enabled by new system capabilities

    • Conducting periodic system audits to ensure data integrity and compliance with business policies

    • Planning and executing system upgrades, module additions, and expanded functionality rollouts

Certified School Business Admin

Certified School Business Administration Leadership Services

Certified School Business Administration Leadership services provide hands-on guidance and mentorship from an ASBO SFO-certified professional with more than fifteen years of experience supporting over forty public school districts and private schools. In addition to Interim and Fractional School Business Officer support, Grants Management, ERP implementation, and Business Office Development, we offer specialized mentoring for new and emerging school business leaders. These services encompass strategic business guidance through one-on-one mentoring, long-term planning, business model evaluation, and competitive positioning analysis.​

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  • Strategic Business Guidance

    • One-on-one mentoring sessions focused on business growth and challenges

    • Strategic planning and goal-setting frameworks

    • Business model evaluation and refinement

    • Competitive positioning and market opportunity assessment

    • Long-term vision development and milestone planning

  • Leadership Development

    • Executive presence and leadership skills coaching

    • Decision-making frameworks and critical thinking development

    • Delegation and team empowerment strategies

    • Conflict resolution and difficult conversation navigation

    • Work-life balance and personal effectiveness optimization

  • Operational Excellence

    • Process improvement and efficiency optimization recommendations

    • Organizational structure design and team building guidance

    • Systems implementation and workflow development

    • Performance metrics identification and tracking

    • Scaling strategies for growing businesses

  • Financial Acumen

    • Financial statement interpretation and business health assessment

    • Pricing strategy and profitability analysis guidance

    • Cash flow management and financial planning mentorship

    • Investment and capital allocation decision support

    • Budgeting and forecasting best practices

  • Problem-Solving & Accountability

    • Confidential sounding board for business challenges

    • Objective perspective on critical business decisions

    • Accountability partnership for goal achievement

    • Opportunity evaluation and risk assessment

  • Industry Insights & Connections

    • Industry trends and best practices sharing

    • Vendor and partner relationship guidance

    • Introduction to professional networks and resources

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