Advisory Services and Business Consulting

Putting Our Expertise to Work

Hancock Dana offers clients a team consisting of a wide range of expertise and experience levels. Combined with an expansive network of resources, we have the specialized services and know-how to help individuals and businesses achieve their goals.

Business leaders often have a clear vision but can benefit from a consultant who offers a different perspective and insight into common challenges and possible opportunities. Hancock Dana provides clients with business consulting and advisory services to help you identify core values and goals and create a plan for getting there. Working together, your business is better equipped for long-term success.

At Hancock Dana we help organizations grow and prosper by providing the following:

Controller Services is designed to provide the financial oversight needed to reduce fraud potential, have accurate financial information, and timely financial information by performing the following items on a monthly or quarterly basis:

  • Accounting and bookkeeping training
  • Bank reconciliation and statement review
  • Financial statement preparation and review
  • Budgeting assistance
  • Creation of custom dashboards to help you run your business more efficiently

Start with a financial assessment to analyze the financial health of your organization and our professionals can work with you to provide recommendations to improve it.

Virtual CFO Solutions is designed to provide insights into the business in order to grow or sell the organization by performing the following items on a monthly or quarterly basis:

  • Advice on organizational structure
  • Mergers and acquisitions
  • Cash flow projections and cost analysis
  • Strategic planning
  • Key employee incentive plan
  • Developing and maintaining Key Performance Indicators
  • Secure and evaluate financing options
    • Traditional
    • Non-traditional
    • Investors
  • Liaison with third parties such as attorney, banker, investment advisor, etc.
  • Product/service offering analysis
  • Pricing strategy

Begin with a strategic assessment to identify ways to grow your organization.

No matter your concern, come speak with one of our team members to see which services are best suited to meet your needs.

“We are passionate about working with business owners in determining what is most important, what matters, and ways to help them achieve their goals.”

Leonard M. Sommer, Managing Partner at Hancock Dana

Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.