Dunn Wysely – Make Every Dollar Count

360° financial leadership to help your agency build for tomorrow while keeping control of today.

Financial Leadership Done Wisely.

FINANCIAL EXPERTISE

Leverage our 360° view of finance for your agency.

PARTNERSHIP

Gain human-to-human support on your path to growth.

DATA-DRIVEN INSIGHT

The most important metrics for every stage of your trajectory.

IMPLEMENTATION

We stick around for the fun part: taking action.

When It Doesn’t Make Any Cents

Your agency is crushing it. Revenue is growing and you’re busier than ever but something’s not quite right.

Maybe the bottom line isn’t what you expected. Or your team is maxed out and you’re not totally sure hiring is the solution. Maybe you need help identifying your most and least profitable projects. Or you could be wondering how best to reinvest profits for growth.

Our expertise across multiple fields of finance allows us to provide a holistic view of your agency’s finances. Going a step beyond, we help you implement our recommendations so you can set your sights on tomorrow rather than reacting to today.

Setting your trajectory from today to tomorrow

A PROACTIVE APPROACH TO BUSINESS FINANCE

Our approach to accounting and finance is sensible, forward-looking, and most important—it works. It’s about seeing possibilities and going after what’s next.

To help you along the way, we get to know you and your business on a personal level to deeply understand your goals, interests, and concerns.

It wouldn’t be unusual for you to consider us part of the team instead of an extension of it. That’s because we plug directly into your business and work side-by-side with you. We take a lot of pride in being proactive, dependable, and reachable.

HERE’S HOW IT WORKS:

1

Schedule your free financial consultation.

2

Define your vision of success.

3

We align your financial trajectory with your vision of success.

4

You take action and we track results.

5

Together, we overcome obstacles and celebrate the wins.

Take the first step on your path to growth and clarity.

Our Team

Our team is built on 360° of financial knowledge. We’ve worked across financial fields and love giving you, our talented clients, the support you need so your agency can flourish. Applying principles from other fields to create a new brand of financial leadership that weds partnership with data-driven insight, we provide you with an integrative plan to move into the future.

Our Services Include:

Day-to-Day Accounting

Financial Planning and Analysis

Fractional CFO

Day-to-Day Accounting

Financial Planning and Analysis

Fractional CFO

Our Services Can Include:

DAY-TO-DAY ACCOUNTING

Leave the details to us. Our experienced team can handle all of the day-to-day accounting functions including bookkeeping, invoicing, payroll, and bill pay. We ensure you receive accurate and timely financial reporting each month so you can turn your attention to the future.

FINANCIAL PLANNING AND ANALYSIS

What if data-driven insight informed your decisions? We implement the budget, financial forecast, and key performance indicators required to control costs, maintain cash flow, and preserve the overall financial health of your business. Then, we provide you with an analysis that includes data-driven opportunities and answers.

FRACTIONAL CFO

Our diverse background in operations, tax, private equity, and corporate finance enables us to provide 360° financial leadership. We leverage this experience to assist with growth planning, financial modeling, audit support, fundraising negotiations, and tax planning. We love using our experience to help agencies thrive! And we’d be happy to help yours.

A Path to Growth and Clarity