Welcome to DC Associates

We can help save you time, while you focus on the core aspects of running your business:

Allow your business to grow by receiving the advice and support your business needs

Focus on the core products and services of your business while we improve the revenue and profitability

By working together, your business will provide greater personal wealth for you and your family

Our Process

Levels of Engagement


Benefits analysis

Profit and Loss

Debt Management

Startup and entity advisory

3 meetings a year

Balance Sheet


(Includes all services from Retainer Level)

Business Services review

Employee compensation plans

Owner compensation package(s)

Transition and succession planning

4 meetings a year

Detailed profit and loss review


(Includes all services from Retainer & Concierge Levels)

Employee financial education meetings 2 x / year

Bookkeeping services at discounted rate

Coordinated Tax Planning

* Business valuations done as needed at a discounted rate

975 Ebner Drive | PO Box 314 | Webster, NY 14580 | O: 585.216.1022

© DC Associates  2023