Services

Client Advisory Services

Services

Tax Advisory & Compliance
Client Advisory Services
Audit & Attestation
Consulting

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Contact us to learn more about our Client Advisory Services.

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As an Austin CPA firm, we don’t follow the cookie-cutter approach of some other accounting firms. Our Client Advisory Services are tailored to meet the unique needs of your company. Whether you’re seeking real-time financial oversight through our Virtual CFO services or strategic advice to enhance business performance with our Business Coaching, we provide the support you need. 

Our goal is to deliver valuable insights and personalized solutions to help you navigate challenges, capitalize on opportunities, and drive long-term growth. 

Virtual CFO

Our Virtual CFO services provide you with real-time financial oversight and strategic planning, helping you to make informed, data-driven decisions to steer your business in the right direction. With expert insights and actionable advice, we help you identify opportunities for growth, streamline operations, and mitigate risks. Whether you’re navigating complex financial challenges or looking to expand, our Virtual CFO services are designed to support your long-term success by aligning financial strategies with your business goals.

Fractional Controllership

Our Fractional Controllership services helps you manage your accounting and financial efforts without the expense of hiring full-time expertise. By engaging a fractional controller, your business gains access to seasoned financial professionals who oversee critical accounting functions such as financial reporting, cash flow management, budgeting, and internal controls. This cost-effective solution offers flexibility, providing you with the expertise you need only when required.

Virtual HR (VHR) Services

Grow your business with our specialized Virtual HR Services, designed to provide expert guidance and support across all areas of human resources. A Virtual HR professional acts as a remote HR specialist, handling essential HR functions like compliance, payroll, and benefits administration without the need for an in-house team. By partnering with us, you can focus on scaling your business while we manage the complexities of HR.

Business Coaching

At DK Partners, we offer business coaching focused on providing you with the tools, insights, and strategies needed to elevate your business performance and achieve your goals.

By working closely with our experienced advisors, you gain access to personalized guidance that addresses the unique challenges and opportunities your business faces. We equip you with actionable plans and ongoing support to help unlock your full potential.

Bookkeeping

Keep your financial records organized and up-to-date with our professional bookkeeping services. We handle day-to-day bookkeeping tasks allowing you to focus on running your business. 

Audit Support

Support your company for an audit with our expert audit preparation services, designed to streamline the process by organizing and cleaning up your accounting records and supporting documentation. We work closely with your team to review financial statements, ensure compliance with accounting standards, and address any discrepancies in advance. Our goal is to reduce audit risks, save time, and provide peace of mind, allowing you to focus on your business while we handle the details.

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FAQ - Austin Client Advisory Services

What are Client Advisory Services (CAS)?

Client Advisory Services (CAS) go beyond traditional accounting by providing strategic financial guidance, business advisory, and ongoing support to help businesses grow and succeed.

We offer a range of advisory services, including:

  • Fractional Controller and CFO services
  • Financial planning and budgeting
  • Cash flow management
  • Business performance analysis
  • Risk assessment and internal controls

A Fractional Controller or CFO can provide high-level financial expertise without the cost of a full-time executive. They help with overseeing an accounting department, strategic planning, financial forecasting, and improving profitability.

A Fractional CFO works part-time or on an as-needed basis, offering hands-on financial leadership.
A Virtual CFO provides similar services but operates remotely, using cloud-based tools to manage financial oversight.

Yes. We also offer full-service bookkeeping to keep your financials accurate and up to date, ensuring informed decision-making and smooth tax preparation.

Absolutely. We analyze your cash flow, identify problem areas, and create strategies to improve liquidity and financial stability.

We assess your financial processes, identify risks, and implement internal controls to safeguard your business from fraud and inefficiencies.

Yes. We work with a variety of industries, including professional services, healthcare, real estate, not-for-profits and more. Our strategies are customized to fit your industry’s unique needs.

If you need help with financial strategy, cash flow management, or long-term planning but don’t have an in-house financial expert, CAS can provide the support you need to grow efficiently.

We are located at:

6504 Bridge Point Parkway, Suite 250
Austin, Texas 78730

Simply contact us for a consultation. We’ll assess your business needs and create a customized strategy to help you achieve your goals.