Dat-Finance

Financial leadership that builds what's next. Fractional CFO, controller, and tax strategy from a senior-led CPA practice — Sidney, Ohio, serving partners nationwide. DAT Finance is a senior-led CPA practice built on a simple idea: the financial leadership that separates a good year from a great one shouldn't be reserved for businesses big enough to hire a full executive bench. We help founders and mission-driven leaders remove the guesswork from their finances. Instead of stitching together a bookkeeper, a tax preparer, and an advisor who shows up twice a year, our partners get one senior CPA across the accounting, the leadership, and the tax work — with senior judgment in every conversation. What we do: Fractional CFO and controller engagements Full-service accounting and reporting Tax strategy that ties the whole picture together How we work is the difference. The person you meet on the discovery call is the person who does the work and stays accountable for it — no handoffs to junior staff, no diluted version of the relationship that brought you in. We think like operators because we sit next to operators every day, weighing every recommendation against the reality of running the business. When you're facing a hire, a price change, or a move into a new market, we run the numbers and tell you straight whether it works. We'd rather explain something twice in plain English than once in jargon. And we're not chasing the engagement — we're building a partnership designed to compound year over year. Based in Sidney, Ohio. Serving Ohio and remote partnerships nationwide. Start with a 30-minute discovery call: dat-finance.com/contact