Accounting, controller and fractional CFO services in Sidney, Ohio
Based in Sidney, Ohio, serving businesses across West Central Ohio and nationwide.
DAT Finance is a CPA-led firm at 101 S Ohio Avenue in Sidney, started by Tyler Davis, CPA, in 2021. We work with clients in Sidney and Shelby County on three things: keeping the books right, closing them every month as your controller, and working through the bigger money decisions with you as a part-time CFO. Owners here can sit down with us in person on a regular schedule.
Bookkeeping and cleanup
Every sale, bill and expense recorded in the right place, every bank, credit card and loan account checked against its statement each month, and a profit and loss statement and balance sheet you can trust. If the books are behind or wrong, we catch them up or clean them up first. More on bookkeeping, catch-up and cleanup.
Controller work
The books closed on a set schedule every month, so the numbers are finished before you make decisions on them, with reports built around how your business runs. More on fractional controller work.
Fractional CFO work
When there's a bigger call to make, like cash, pricing, hiring, borrowing, or buying or selling a business, we go through the numbers with you first, in plain English. The cost page explains what it runs.
Who we work with
Most owners we talk to have a bookkeeper entering transactions and a tax preparer who sees the numbers once a year, and they make the big calls in between without much to go on. We work with owners in skilled trades and construction, industrial and specialty construction, healthcare, associations and membership organizations, nonprofits and foundations, and wealth management and financial services.
How we'd start
We start with a 30-minute call where you tell us where the business is and what's in the way. If we're a fit, you get a clear scope and price. Then we go through the books and systems and fix what's off before the monthly close and our regular meetings begin. The process page has more.
What it costs
Most engagements fall between $2,500 and $10,000 a month. A catch-up or cleanup is priced after we've looked at the books, because it depends on how many months, accounts and entities are involved. The FAQ explains what drives the price.
Common questions
Do you do bookkeeping, or only CFO work?
Both. The books come first, because controller and CFO work only helps if the numbers underneath are right.
Do you do taxes?
Tax planning and preparation can be part of the work when it fits.
Do you only work with businesses in Sidney?
No. We serve businesses across West Central Ohio and nationwide. Ohio clients meet with us in person on a regular schedule, and clients elsewhere work with us through scheduled calls and secure document sharing. If you're closer to Dayton, see the Dayton page.
Tell us about your business
If you own a business in Sidney or Shelby County and your numbers aren't telling you enough, call us at 937-419-1057 or send a few lines through the form, and we'll find 30 minutes to talk.