Know where your business has been, where it is and where it is going.

Consulting for the small business owner

New 2023 - Tax Preparation Personal and Business

720-880-6970

Know where your business has been, where it is and where it is going.

Consulting for the small business owner

New 2023 - Tax Preparation Personal and Business

Services

CFO Services
Tax Preparation: Personal and Business
Annual Budgeting and Goal Setting
Monthly Financial Analysis
Cash Flow Planning and Management
Business Valuation
Industry Financial Comparison
Business Plan Preparation
Strategic Planning

About Dan Astle

For ten years, Dan served as Senior Financial Analyst for fast-growing professional employer organization (PEO) and business services company, Avitus Group. Specifically, Dan was Financial Analyst at Avitus Group for the company’s diverse business offerings, including the company’s PEO, accounting, information technology (IT), recruiting, marketing, medical billing, tax preparation, insurance, and training services. Each of these services are standalone companies, for which Dan created annual budgets, working closely with each director to help them better understand and make decisions based on their financial statements. As a result, Dan was instrumental in Avitus Group becoming one of the largest PEOs in the US.
Dan is well-positioned to act as fractional CFO for small and mid-sized businesses. As owner of a printing and marketing company for more than ten years, Dan has an acute understanding of the challenges and struggles all business-owners face, particularly in the areas of cash-flow and staffing. He also served as a part-time CFO for an HVAC company and a large retail jewelry store. This combined experience not only gives Dan insights into these industries, but also enabled him to hone his skills as a fractional CFO.
Dan’s honed analytical abilities, love of business, and natural connections with business owners, enable him to develop lasting relationships that are game-changing for his clients and their businesses. He enjoys the energy, passion, and direct connection that all small-to-midsized business owners have for their enterprises. About small business owners, he says, “their business is not just their paycheck, but in most cases, their identity and their best chance for lasting wealth. As a former small business owner, I very much understand this passion. And as a financial analyst for many small and mid-sized businesses, I know I can help them realize their potential.”
Dan Astle earned a Master of Arts and a Bachelor of Arts Degree in Business Administration with an emphasis in Finance from the University of Montana.

Find out more