A Full-Service, Outsourced Approach
Our Client Advisory Services function as your entire accounting department. From day-to-day transactions to higher-level guidance, we manage it all as an extension of your team. No added hires. No gaps in coverage. Just reliable, consistent support you can count on.
A Personalized Approach, Backed by Expertise
Our approach to client service is hands-on and relationship-driven, with an emphasis on responsiveness, clarity, and attention to detail. We strive to be proactive and dependable partners, reflected in how we communicate, plan, and follow through. That approach is supported by a technically strong team. We have more than a dozen team members certified in QuickBooks Online and Sage Intacct, helping ensure your accounting is accurate, compliant, and aligned with best practices.
Technology Transitions Made Simple
Changing accounting systems can feel overwhelming. We guide clients through software conversions from start to finish and remain a consistent source of support long after the transition. From setup to reporting, we ensure your systems work for your business—not the other way around.
Strong Financial Operations
We support the core financial functions that keep your business running smoothly, including bank reconciliations, bill pay solutions, banking relationship support, and cash flow management. With clean data and organized processes, you gain confidence in your numbers and visibility into your financial health.
Ongoing CFO-Level Guidance
Our work doesn’t stop at reporting. Through regularly scheduled CFO-style meetings designed around your business, we review results, discuss trends, and help plan next steps. We serve as an ongoing advisory partner, providing insight, accountability, and guidance as your business grows.
Our Support Process
“I have worked with HD for over 16 years, and what began as tax and compliance support has evolved into a true advisory partnership. As my business has grown more complex, their team provides clarity and guidance, not just historical reporting. Their Client Advisory Services go beyond accounting, helping me understand what the numbers are telling me and assist with making better decisions. I trust them because they are responsive, proactive, and genuinely invested in my business.”
Nick Strawhecker, Chef/Owner, Dante
Exit & Succession Planning
Our advisors look beyond numbers to help you plan for the future of your business.
We listen to your goals and take all information into consideration as we help you create and implement the right plan for the long-term future of the business you’ve worked so hard to build.
Tax Planning and Preparation
Hancock Dana has the experience and a genuine desire to continue learning and improving the services we offer our clients.
We work harder to understand your business and work collaboratively with you to effectively manage your tax planning and preparation.
Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.