We’re a team of strategic finance professionals that help small businesses control cashflow so they earn more with less effort. Our offices are located in sunny San Diego, CA. Contact us below to schedule a call and see how we can help you.
We’re a team of strategic finance professionals that help small businesses control cashflow so they earn more with less effort. Our offices are located in sunny San Diego, CA. Contact us below to schedule a call and see how we can help you.
Proper Planning Prevents Poor Performance
Businesses that have a plan and continuously track their progress grow 30% faster than those that don’t.
Proper Planning Prevents Poor Performance
Businesses that have a plan and continuously track their progress grow 30% faster than those that don’t.
GROWTH MAPPING
PERFORMANCE MANAGEMENT
BUSINESS ANALYSIS
GOAL-DRIVEN ACCOUNTING
Reliable financial reports and a well-developed accounting system are essential to achieve business goals. We can be a resource for your existing team or plug-in as your entire accounting department.
PERFORMANCE ANALYSIS
Plans for growth require plans for cash. Using in-depth analysis and forecasting, we’ll help you close cash leaks and ensure important projects are properly funded.
Go after what's next with confidence.
CASH MANAGEMENT
Plans for growth require plans for cash. Using in-depth analysis and forecasting, we’ll help you close cash leaks and ensure important projects are properly funded.
STRATEGIC PLANNING
To uplift your business you need a vision that your team believes in. Our approach brings teams together to create and execute plans for the future, making sure results can be measured along the way.
Hey there. I’m Nathan, Principal and CFO of Dunn Wysely. If you have a minute, I’d like to share the story of how Dunn Wysely came to be and where we are today.
Back in 2008, I was working at a CPA firm providing tax and audit services to small businesses. Every tax season, clients would show up stressed, disorganized, and usually no better financially than the prior year.
It wasn’t just the clients that were stressed. My peers and I were too. We spent countless hours correcting mistakes made by unqualified bookkeepers, tracking down tax documents, and calming clients after asking them to pay a tax bill large enough to buy a Tesla with only a day’s notice.
All this disorganization led to “tax season” lasting nearly all year. Our only break was after the extension deadline passed in October! A few weeks later, the cycle would start over.
Needless to say, there wasn’t much time to help clients actually grow their business or their wealth.
Frustrated, I started looking for another job and quickly learned that this was all pretty normal for the accounting industry. I knew there had to be a better way. I didn’t want to just mindlessly fill out tax documents. I wanted to actually help people make the most of their business. So, I started Dunn Wysely.
Fast forward 10 years and we’ve helped dozens of small businesses grow in control while increasing the owner’s wealth.
Our approach to accounting and finance is sensible, forward-looking, and most important—it works. It’s about seeing possibility 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. That requires us to work with far fewer clients than most but by choosing less, we can give more.
It wouldn’t be unusual for you to consider us one 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.
This approach has served our clients well for more than 10 years and we’re so grateful to continue doing the work we care about with people we believe in.
If there’s ever anything we can do for you, we’d be happy to help.
Talk soon,
Nathan Kloster
CORY
I've worked with Dunn Wysely for years and I always appreciate how they take the time to listen and ensure I understand my choices.
HOWARD
Dunn Wysely is always genuinely interested in my business and my goals. I see them as true partners and rely on their financial thought leadership.
JUSTIN
No matter how many questions I ask, I never feel like I'm bothering somebody. They're always happy to help and do whatever it takes to ensure I get my questions answered.
CHRIS
We've been growing rapidly over the last few years. Things move fast and it can be challenging to keep up. Dunn Wysely keeps adapting and has never cut a corner. It's nice to work with a team that takes pride in their work.
AMY
I can't believe I've been working with Dunn Wysely for over 10 years! They've been by side since day one helping me keep the numbers straight.
DEREK
Working with Dunn Wysely is like working with an old friend. They really care about me and my business and have never let me down.