Business & Financial Management

Throughout our forty-year history, Dannible & McKee has been wholly dedicated to the success of our clients. We go beyond traditional accounting, audit and tax services and deliver confidence by applying our knowledge and experience to empower businesses leaders to conquer financial obstacles, become economically sound, and establish a healthy, prosperous company.

Our experienced team of consultants offers complete business and financial advisory services, including systems implementation and management, cost controls, financial analysis, employee benefit plan restructuring, succession planning and much more. We work collaboratively with CEOs, CFOs, CIOs, and other decision makers to develop tailored strategies that are aligned with each stage of the organization’s life cycle—enabling them to drive change and maintain momentum well into the future.

Our Advisory Group is partner-led and consists of highly experienced CPAs and Certified Financial Planners (CFP®). We have helped over hundreds of organizations gain clarity on priorities for improving financial performance, managing growth, motivating personnel and planning for an orderly transition.

Our business consulting services include:

  • Preparation of Business Plans
  • Economic Feasibility Studies
  • Ownership Transition Planning
  • Buy/Sell Agreements
  • Mergers and Acquisitions
  • Business Structure & Entity Consulting
  • Compensation and Employee Benefit Plans
  • Management Reporting Systems
  • Operational Systems and Procedures
  • Inventory Management and Control Systems

Our financial management consulting services include:

  • Financial and Profit Planning
  • Financial Analysis and Financial Methods
  • Benchmarking Analysis
  • Profit Improvement/Cost Control and Reduction Programs
  • Overhead Expenditure Budgeting Systems
  • Capital Expenditure Budgeting System
  • Cash Management, Credit, Collection, and Accounts Receivable Programs
  • Working Capital Programs
  • Return on Investment Analyses
  • Financing and Equity Services

Accreditations

Risk Management Association
Association of Certified Fraud Examiners
Institute of Management Accountants