District Financial and Advisory Services, based in Washington, DC, specializes in addressing distinct challenges of ambitious small business owners and nonprofit organizations. Our goal is to leverage our extensive financial expertise to free entrepreneurs from their financial burdens. We provide a range of services including outsourced CFO Services and Retirement & Succession Planning. Our core mission is to incorporate innovative technology with our financial skill set empowering business owners to prioritize business growth.
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The management team at District Financial has worked in the financial service industry for over twenty years conducting financial due diligence and providing comprehensive CFO services to nonprofit organizations and for-profit companies. Over that time frame we have developed a skill set that we utilize to help your organization meet and exceed its growth objectives.
We aim to streamline your processes and reduce your accounting costs while providing better efficiencies throughout your organization.
We work closely with our clients to accomplish a wide range of services using cutting-edge technology.
You can save money by outsourcing your CFO services and always have access to exceptional service and the experienced professionals you need.
Precise and easy to read data fosters better decision-making.
Non-profit accounting and financial reporting differs from for-profit accounting.
Accounting statements are one of the best tools for internal planning and maintaining donor and stakeholder confidence.
District Financial and Advisory Services offers a range of financial services, including outsourced CFO services, retirement & succession planning.
Our services are designed to alleviate the financial burdens on small business owners, allowing them to focus on business growth. We provide expertise in financial management, retirement & succession planning.
Our outsourced CFO services involve assigning a skilled financial professional to your business to handle tasks such as financial analysis, budgeting, forecasting, and strategic financial planning.
Retirement and succession planning ensures a smooth transition of leadership and ownership. We create customized plans that address your retirement goals while securing the future of your business.
Our firm specializes in catering to small business owners, offering personalized attention and a deep understanding of the challenges you face. We combine expertise with a commitment to your success.
Our fees vary depending on the scope of services and the complexity of your business's financial needs. We'll provide you with a transparent breakdown of fees during our initial consultation.
Yes, we offer ongoing support to ensure that your retirement plans and investment strategies remain aligned with your evolving business goals and market conditions.
Getting started is easy! Contact us to schedule a consultation. During the consultation, we'll discuss your business's financial needs and objectives, and then develop a customized plan to address them effectively.
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We offer specialized financial services, allowing visionary entrepreneurs the ability to focus on their business or nonprofit vision. Our comprehensive approach provides a roadmap for our customers that addresses both their immediate concerns and long-term financial goals.
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