Succentrix Business Advisors
Succentrix Business Advisors

Succentrix Business Advisors

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Introduction: My team's goal is to work with our clients to increase net income by embracing technology and adopting best business practices. This translates into more take home pay for you and your family! We will provide value and ROI to our customers by: • Integrating systems and applications • Translating transactions into metrics, analytics and key performance indicators • Maximizing efficiencies though technology • Automating business processes • Rolling out mobile solutions (e.g. executive dashboards, time entry, transaction reviews and approvals, etc.) • Digitalization • Invoke all benefits of current tax laws and deductions Summary of Team Services Provided • Bookkeeping • Monthly Accounting • Payroll • Benefits & Insurance • Retirement Planning • Tax Preparation & Planning (Individuals/Family and Corporate) • Part time CFO • Part time CIO • Financial Performance Analysis and Improvement • Governance, Risk and Compliance My experience includes 26 years working with Fortune 200 companies implementing and integrating software and adopting best business practices. I'm knowledgeable in the accounting, human resources, and project costing flow of data throughout the business process(es). I've got management consulting experience with mergers, acquisitions, financial, HR and cost management.
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2 employees

7 years in business

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Kirby K.
Aug 22, 2018
Dan has brought ideas to the table that I could never have come up with for my business. Looking forward to working with Dan and Succentrix in implementation. Thank you Dan