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

• 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