Take Control of Your Future!
Are You:
- Uncomfortable with selling, but interested in growing your own consulting business?
- Concerned about your current level of income?
- Struggling to enjoy a lifestyle with a healthy work-life balance?
- Frustrated by working for other people?
- Interested in owning a business, but not sure how to do it?
If so, we can help! Dynamic Advisory Solutions (DAS) provides qualified financial professionals the opportunity to build their own consulting firm. We offer the right individuals a consultant-friendly marketing system, a compelling financial management solution to offer clients, and an extensive office support system.
Hear How CEO Ren Carlton Launched DAS
Work in the 3rd Best Job in America!
Money Magazine recently named Management Consulting the third best job in America! CNN Money’s study shows that the median experienced pay for a Management Consulting position is $117,000/yr. and top pay could be as much as $209,000/yr. Management Consulting is shown as being a highly flexible position with an average level of stress. It is also cited for being a highly rewarding career with a projected growth rate of 24% over the next ten years! For more Click here
Hear what clients are saying about DAS!
What is Dynamic Advisory Solutions?
Dynamic Advisory Solutions (DAS) helps businesses understand their financial performance, meet reporting requirements, and make better business decisions. We supplement a business’s existing accounting staff in order to meet the organization’s finance and accounting requirements. We provide:
- CFO services: Budgeting and forecasting, financial analysis, financing, strategic planning, and acquisition/divestiture management
- Controller services: Financial statements preparation, management reporting, cash management, internal controls, cost control, financial staff management, tax and legal compliance, and accounting system implementation
- Turn-around consulting services: Turnaround and reorganization plans, bank negotiation, troubled company refinancing, and creditor management
Hear what clients are saying about DAS!
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DAS Attends Award Ceremony Honoring Founder and CEO Ren Carlton!
Learn more about this event by clicking here!
Take Control of Your Future Today!
Are you tired of looking for the right consulting job? Is your accounting job unrewarding? Maybe you should consider investing in your own consulting franchise. Our consulting franchises are designed to be more scalable than your typical accounting franchise. Where many accountant franchises and consultant franchises are focused on developing one-person offices, our CFO franchise is designed to grow into a fully-staffed consulting practice. Click here for more information.
- Contact info
- Contact us at 800.440.5266 (U.S.) or 248.283.8834 (Please note: Our operating hours are 8:00am – 5:00pm Eastern Standard Time. Outside of business hours please leave a detailed message and we will get back to you as soon as possible.)
Dynamic Advisory Soultions (DAS) specializes in helping businesses understand their financial performance, meet reporting requirements, and make better economic decisions. We supplement a business�s existing accounting staff in order to meet the organization�s finance and accounting requirements. We provide:
- CFO services: Budgeting and forecasting, financial analysis, financing, strategic planning, and acquisition/divestiture management
- Controller services: Financial statements preparation, management reporting, cash management, internal controls, cost control, financial staff management, tax and legal compliance, and accounting system implementation
- Turn-around consulting services: Turnaround and reorganization plans, bank negotiation, troubled company refinancing, and creditor management
CFO Services – Overall Financial Management
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Strategic planning activities
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Financial statement analysis
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Budgets and projections
- Establish and maintain financing
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Financial Risk Management
- Merger, acquisition, anddivestiture services
Controller Services – Timely & Accurate Financial Information
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Produce timely/accurate financial statements and management reports
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Establish and maintain the accounting system
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Manage cash
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Manage costs
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Establish and maintain internal controls
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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
Take Control of Your Future Today!
- Contact info
- Contact us at 800.440.5266 (U.S.) or 248.283.8834 (Please note: Our operating hours are 8:00am – 5:00pm Eastern Standard Time. Outside of business hours please leave a detailed message and we will get back to you as soon as possible.)
Hear CEO Ren Carlton Talk About DAS’s Growth Strategy
Take Control of Your Future!
Are you ready to take control of your future? Global CFOs, the franchising company for Dynamic Advisory Solutions (DAS), is 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 own local office. We offer franchise owners the following benefits:
- Consultant-friendly marketing system: Although most financial consultants are comfortable with selling once they are in front of an interested party, nearly all dread direct prospecting (e.g. cold-calling). Our marketing system is designed to get you in front of qualified prospects without personally making cold-calls. We also teach you how to engage prospects and centers of influence in a productive manner.
- The DAS Financial Management Solution: DAS utilizes a proactive, team-based approach to providing businesses a comprehensive financial management solution. This results in a marketable business that meets a wide of business needs.
- Collaborative Business Model: DAS continuously strives to improve through collaboration with our branch offices, employees, customers, and vendors. We ensure all of our offices are properly launched and operated through our comprehensive training and support program. The DAS Branch Network encourages cooperation between offices through our fee sharing arrangements and the DAS Skills Database. We also welcome participation in the overall development and evolution of the DAS business model through the DAS Franchise Advisory Board.
Ren’s Advice to Those Considering Entrepreneurship
“I have known Ren Carlton for a long time and have admired his business acumen, treatment of customers and vendors, and outreach to the community at large. I have watched him grow his company into a sustainable, profitable business model over the years. He stands behind his strong belief of the entrepreneurial spirit, and knows what it takes to be successful. His services helps businesses keep operational cost down virtue use of his financial and accounting services that are required to run a business properly.
I was ecstatic when he told me about his franchise offering. I am very honored to represent him as a business broker, helping him create opportunities for entrepreneurs, by selling Dynamic Advisory Solutions franchises. I think it represents an outstanding opportunity for entrepreneurs seeking to start/own their own business. Working with Ren to make great things happen for others has been painless for me as a business broker. He is very accommodating to the franchisee’s to ensure their success.”
Michelle Webster, Chair of SCORE – Ann Arbor and founder of Perry Rueben
Regions
Dynamic Advisory Solutions is expanding into key cities throughout the United States. We are currently looking to award franchises in the following cities:
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Please contact us if you would like more information about regions outside of the above regions. We are not currently registered to offer franchises in the following states:
- California
- Hawaii
- Illinois
- Maryland
- North Dakota
- Rhode Island
- South Dakota
- Virginia
- Washington
To acquire more information on the timing of when these and other markets will be available, please contact us
Take Control of Your Future Today!
- Contact info
- Contact us at 800.440.5266 (U.S.) or 248.283.8834 (Please note: Our operating hours are 8:00am – 5:00pm Eastern Standard Time. Outside of business hours please leave a detailed message and we will get back to you as soon as possible.)
Notice Regarding Franchise Offers and Sales
a. This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for information purposes only. There are approximately 14 countries and 15 US states that regulate the offer and sale of franchises. The countries are Australia, Brazil, Belgium, Canada (provinces of Alberta and Ontario), China, France, Indonesia, Italy, Japan, Malaysia, Mexico, Russia, South Korea, Spain, and the United States of America. The US states are California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, and Wisconsin. If you are a resident of one of these states or countries, are receiving this message in one of these states or countries, or intend to operate a franchise in any of these states or countries, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and/or disclosure requirements in the applicable jurisdiction.
b. This offering is not an offering of a franchise. In New York (USA), an offering of a franchise can only be made by a prospectus that has been previously filed and registered with the Department of Law of the State of New York. The application for registration of an offering prospectus or the acceptance and filing thereof by the Department of Law as required by the New York law does not constitute approval of the offering or the sale of such franchise by the Department of Law or the attorney general of New York.
c. OUR WEBSITE HAS NOT BEEN REVIEWED OR APPROVED BY THE CALIFORNIA DEPARTMENT OF CORPORATIONS. ANY COMPLAINTS CONCERNING THE CONTENT OF THIS WEBSITE MAY BE DIRECTED TO THE CALIFORNIA DEPARTMENT OF CORPORATIONS AT www.corp.ca.gov.
Starting your own consulting firm can be an overwhelming process.
- How do you find qualified prospects?
- Once you find business owners interested in your services, how do you convert them into paying clients?
- Once you begin servicing clients, what tools can help you grow your firm?
That is why we are here to help! Below is a list of helpful resources that we use within our own business. Some of the links below are public, so that anyone can benefit from the information. The others are password-protected and reserved only for our affiliates.
Marketing Tools
- Sample 13 Week Marketing Plan (affiliate access only)
- Grand Opening Promotional Campaign – Sample (affiliate access only)
- Grand Opening Press Release – Sample (click to download)
- Grand Opening Direct Mailer – Sample (affiliate access only)
- DAS Diagnostic Focus Template (affiliate access only)
- Diagnostic Report Sample (affiliate access only)
- Time and Action Plan Sample (affiliate access only)
- DAS Sample Introductory Letter (affiliate access only)
- Building Your Profit Team – White Paper (click to download)
- DAS Brochure (affiliate access only)
- DAS Testimonials (affiliate access only)
- Diagnostic Brochure (affiliate access only)
- Brochure – Bank and COI (affiliate access only)
- Special Lender Program Brochure (affiliate access only)
- Bank Presentation – Power Point Presentation (affiliate access only)
- Bank Presentation – 10 indicators of trouble (affiliate access only)
- Chamber of Commerce Presentation – Building a Money Making Machine (affiliate access only)
- Inventors Group Presentation – Raising Capital (affiliate access only)
- Preparing for Financing Presentation (affiliate access only)
- 16 Point Diagnostic Training Presentation (affiliate access only)
- Employment vs. Outsource Analysis (affiliate access only)
- Sales Email Scripts (affiliate access only)
- Business Card Layout (affiliate access only)
- Services Matrix (affiliate access only)
- Pricing matrix (affiliate access only)
- DAS Logo (affiliate access only)
Marketing Processes
- DAS Cross-Pollination Strategy (affiliate access only)
- COI Meeting Presentation (affiliate access only)
- DAS Introductory Call – Director Process (affiliate access only)
- DAS Introductory Call – Non-Director Process (affiliate access only)
- DAS Introductory Meeting Process (affiliate access only)
- DAS Introductory Meeting Process – Free Book (affiliate access only)
- Public Relations Processes (affiliate access only)
Operations Tools
- Diagnostic – Document Request List (affiliate access only)
- Engagement Planning Form (affiliate access only)
- Segregation of Duties Worksheet (affiliate access only)
- Financial Management Team Analysis (affiliate access only)
- Recommended Reporting Checklist (affiliate access only)
- Cash Flash Report Template (affiliate access only)
- Financing Checklist (affiliate access only)
- Borrowing Base Calculation Worksheet (affiliate access only)
- Bank Financing Summary Letter Template (affiliate access only)
- Personal Net Worth Template (affiliate access only)
- Financing Progress Report Template (affiliate access only)
- Company Dashboard Template (affiliate access only)
- Employee Scorecard Template (affiliate access only)
- Accounting Software Conversion Checklist (affiliate access only)
- Business Valuation Template (affiliate access only)
- Strategic Diagnostic Document Request List (affiliate access only)
- Strategy Session Agenda (affiliate access only)
- Strategic Engagement Interview Form – Departmental (affiliate access only)
- Strategic Engagement Interview Form – General (affiliate access only)
- Sample Ideal Acquisition Target Profile (affiliate access only)
- 13 Week Cash Projection Template (affiliate access only)
- Liquidation Analysis Template (affiliate access only)
- Amortization Schedule Template (click to download)
- Financial Ratios Template (click to download)
Operations Processes
- DAS Diagnostic Process (affiliate access only)
- DAS CFO and Controller Services Process (affiliate access only)
- Financial Statement Review Process (affiliate access only)
- Budgeting Process (affiliate access only)
- DAS Financing Process (affiliate access only)
- Dashboard Process (affiliate access only)
- Accounting Software Conversion Process (affiliate access only)
- DAS Targeted Acquisition Process (affiliate access only)
- DAS Targeted Sales Process (affiliate access only)
- Cash Flash & Forecasting Process (affiliate access only)
- Strategic Diagnostic Process (affiliate access only)
- 13-Week Cash Flow Projection Process (affiliate access only)
Business Planning
- Business Plan for a Startup Business (affiliate access only)
- Strategic Plan (affiliate access only)
- Firm Budgeting Templates (affiliate access only)
Franchise Administration
- Sample Proposal – Fixed Fee (affiliate access only)
- Sample Proposal – Fixed Fee – 2 (affiliate access only)
- Sample Proposal – Blended (affiliate access only)
- Sample Agreement – Hourly (affiliate access only)
- Sample Agreement – Fixed fee (affiliate access only)
- Sample Agreement – Blended (affiliate access only)
- Sample New Employee Checklist (affiliate access only)
- Sample Employment Agreement (affiliate access only)
- Sample Unpaid Internship Agreement (affiliate access only)
- Sample Employee Manual (affiliate access only)
- Sample Independent Contractor Agreement (affiliate access only)
- Sample Weekly Coaching Agenda (affiliate access only)
- Commission Plan Template (affiliate access only)
- Client Termination Process (affiliate access only)
Sample Job Descriptions and Job Posting Ads
- Manager (click to download)
- Director (affiliate access only)
- Consultant (affiliate access only)
- Junior Consultant (affiliate access only)
- Marketing Assistant (affiliate access only)
- Account Executive (affiliate access only)
- Administrative Assistant (affiliate access only)
- Assistant Controller (affiliate access only)
Take Control of Your Future Today!
- Contact info
- Contact us at 800.440.5266 (U.S.) or 248.283.8834 (Please note: Our operating hours are 8:00am – 5:00pm Eastern Standard Time. Outside of business hours please leave a detailed message and we will get back to you as soon as possible.)
