Become a Part of Our Vision!
Global CFOs is a franchising company with the mission of expanding the Dynamic Advisory Solutions (DAS) business model globally, while setting the international standard for CFO and Controller services. Are you interested in owning a business that provides a: 1. Established sales and marketing system 2. Awesome service offering 3. Comprehensive training and support program
What is Dynamic Advisory Solutions?
Dynamic Advisory Solutions (DAS) helps business owners understand where they are financially, clarify where they want to go, and provide the tools to get them there. We offer clients a comprehensive, yet affordable, financial management solution. Specific services include:
CFO Services Overall Financial Management • • • • • •
Strategic planning activities Financial statement analysis Budgets and projections Establish and maintain financing Manage risk Merger, acquisition, and divestiture services
Controller Services Timely & Accurate Financial Information • • • • • • •
Produce timely/accurate financial statements and management reports Establish and maintain the accounting system Manage cash Manage costs Establish and maintain internal controls Hire, train, and evaluate the accounting staff External auditor representation
Turnaround Consulting – Corporate Recovery Assistance • • • • • • •
Corporate workout Troubled company refinancing Bank negotiation Critical supplier management Cash management Cost analysis and management Interim financial management
Vision
1. Formation of a collaborative network of consulting firms, capable of handling any financial or consulting need 2. Becoming the international standard for CFO and Controller services 3. Establishing a system that rewards for results, but is not hindered by excessive overhead or legacy costs 4. Creating an environment that is challenging, engaging, and financially rewarding for partners and their employees 5. Providing a high quality of life for our partners and their employees
Become a Part of Our Vision!
Are you interested in becoming part of our vision? We are looking for entrepreneurial‐ minded professionals interested in owning their own Dynamic Advisory Solutions office. Franchise owners will become part of our collaborative network of consulting firms, with the objective of launching and growing their local office. We offer franchise owners the following benefits: 1. Established sales and marketing system: We have spent over 10 years developing and improving our sales and marketing system. Our system is designed to build interest, engage qualified leads, and convert leads into sales. 2. Awesome service offering: We offer clients a service that is needed both in good and bad times. Our services go beyond compliance and transactional accounting work. We help our clients plan for the future, manage overall business performance, and achieve their growth and profitability goals. We intend our pricing to be both competitive in the market place, as well as finically rewarding to our partners. 3. Comprehensive training and support program: We help you launch and manage your firm through our extensive franchise operations manual, initial training, ongoing coaching, electronic templates/tools, and operational staff resources.
For more information Ren J. Carlton, CPA, CSMC President, Dynamic Advisory Solutions 2250 Butterfield Dr., Suite 240 Troy, MI 48084 248.283.8834 x 224 (direct line) rcarlton@daspc.com www.GlobalCFOs.com
We Help You Every Step of the Way!
1. Marketing: Building Interest a. Dynamic Advisory Solutions website, www.daspc.com b. Profitpreneurship© book c. Social media activities d. Public relations activities e. “Ren Carlton” brand (e.g. blog, public speaking) 2. Prospecting: Engaging Qualified Leads a. Dynamic Advisory Solutions website leads b. Profitpreneurship© leads c. Social media leads d. Public relations leads e. Center of influence (COI) presentations f. Prospect presentations g. Direct mailers h. Warm calling process i. Coaching 3. Selling: Converting Leads Into Sales a. The DAS 16 Point Diagnostic™ b. Sample proposals and agreements c. Sales templates d. Coaching 4. Operations: Servicing Client Needs a. CFO, Controller, and turnaround consulting processes b. Consulting templates and tools c. Corporate‐owned affiliate’s staff d. Franchise network database e. Coaching 5. Firm Administration: Managing Your Business a. Job descriptions and employee scorecards b. Sample employment forms and agreements c. Firm administration templates and tools d. Firm budgeting templates e. Coaching
We help you get the information you need
1. 2. 3. 4.
250+ page franchise operations manual (paper and electronic format) Initial training session Ongoing coaching and support Electronic templates, tools, and worksheets