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About Me

Discovery Meeting

About Me

Dawn Frank, CPA has been a practicing since 2000. She began her CPA career in Beaufort, SC where she specializes in helping individuals & small businesses decrease their tax burden and grow their business.

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Services

Discovery Meeting

About Me

We're passionate about helping small to medium-sized businesses succeed.  This includes streamlining accounting and work-flow processes, succession planning, tax planning, and growth planning, among other needed services based on your business.

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Discovery Meeting

Discovery Meeting

Discovery Meeting

A no-obligation discovery meeting is available to potential clients.  Let's hear about what your facing in your business and see if we can work together to have the business of your dreams! 

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Beyond the Numbers

Let's work together on a strategy for your future!  Whether you want to improve your profitability, sell your business, handle growth, or plan for the future, we can help get you there.

Our Business Services

Accounting

  •  Having accurate accounting records is the foundation for running a healthy, profitable business. 
  • We'll work with you and your staff to discuss the numbers and make adjustments

Tax Planning

 We have ongoing tax planning discussions with you throughout the year to talk about things you might be doing and how that will affect your tax liabilities. 

Forecasting & Strategy

We work with you each month to help reach your goals! 

  • Cash flow & forecasts
  • Improving workflow
  • Budgeting
  • Financial dashboards
  • Annual personal goal setting session
  • Planning day: business development & strategy session


Downloads

Files coming soon.