Business Consulting

Consulting Services Santa Rosa

The advantage of having a full-service accounting firm by your side is that you can count on us to help you make every aspect of your business better. At DBM, we provide assistance to our clients at all stages of their personal and business adventures.

We offer an array of consulting and best practice advisory services for businesses of all sizes in a variety of industries, with corresponding levels of complexities, such as:

  • Large-cap: Health and Dental Insurance Carriers, Independent and Captive Agencies, Third-party Plan Administrators, Payment processors and related financial services
  • Mid-cap: Golf equipment manufacturers, light-industry manufacturing, sales distribution networks, tree service firms
  • Small-cap: managed services firms, independent brokers/wealth managers, entertainment and educational firms

Our experience is based on a key prospective focused at the “enterprise-level”, which provides an understanding on how many architectural elements can collectively impact the overall performance of the Firm. It is this architectural perspective that enables the optimum solutions being “blue-printed”. This focus supports our clients to identify profit drivers, manage cash flows, and develop sophisticated internal control systems. The solutions are collaboratively identified, and then effectively implemented – with business process design support, technical system application guidance and governance. Lastly, these solutions are intended to be repeatable and scalable, so the internal capacity of your Firm is enhanced.

Many of our Clients initiate this type of consulting engagement with an Operational Review, which can effectively provide a baseline for further analysis. If you would like to understand more about our operation review service offering, please click here.

Contact us today and see how we can help make a difference in your business.

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Subject Experts

Dave Dillwood, CPA

Dave Dillwood, CPA

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Penny Millar, CPA

Penny Millar, CPA

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Christina Z. Hollingsworth, CPA, CVA

Christina Z. Hollingsworth, CPA, CVA

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Dominic Bosque, CPCU

Dominic Bosque, CPCU

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