Not your dad’s accountant. We are the CFO de tu visión.

We don’t just balance books. We build futures. Or Legacies Passed Down. Businesses Built Up.

While most financial firms are stuck crunching numbers and speaking in tax code, Dalia is out here helping badies turn inherited chaos into clean systems and clear strategy. We don’t just balance books— we balance power, purpose, and profit so you can finally run your business your way.

Implementation — $5,000

This is where clarity meets strategy. Over 4–6 weeks, our team dives deep into your numbers, not just to clean them up—but to unlock the truth they hold. This one-time investment covers a full evaluation of your financial landscape so we can offer personalized, liberating recommendations. Because your legacy deserves more than a bandaid—it deserves a blueprint.

Let’s Do the Math—Because We Know Papi Is Gonna Ask

Hiring a full-time financial team sounds great… until you see the price tag.

• CFO: Starts at $150K/year
• Tax Accountant: Around $56K/year
• Full-Charge Bookkeeper: About $37K/year
  👉 That’s over $240,000/year—before benefits, payroll taxes, insurance, or all the headaches of managing people.
  

Pero aquí entre nos…
You don’t need a full team. You need one badass partner who brings the receipts and the results.

At Dalia Tax & Business Advisors, you get executive-level financial insight, clean books, smart tax moves, and peace of mind—all rolled into one powerhouse partner. No payroll drama. No overhead. Just results.

Let us handle the numbers, para que tú puedas handle el negocio.

One team. One flat rate. One less thing to worry about.
Let us handle the numbers—Papi will be impressed.

What’s Included:

This isn’t just a service—it’s your financial glow-up. Here’s what you’ll receive when you partner with DTBA:

✨ Dedicated Team of 3
You’ll have a full-circle support squad: one team covering the past (bookkeeping), present (financial management), and future (tax planning + strategy). Three experts, one mission—your peace of mind.

🧠 CFO-Led Strategy
Your CFO doesn’t just look at the numbers—they listen to what they’re telling us. Whether monthly, quarterly, or annually, we craft proactive, data-backed strategies so you’re always making power moves.

🧾 Account Reconciliations
We comb through your bank, credit card, and digital transactions—bringing all your activity into alignment within QuickBooks. Clean books = clear vision.

📊 Monthly Financial Statements
Delivered by the 20th of each month, your financial statements reflect where you stand and where you’re headed—no more guessing, just grounded clarity.

Tax Services: Because peace of mind is priceless

📅 Proactive Tax Planning
We plan ahead—so you’re never caught off guard. From deductions to entity strategy, we make tax season a time to breathe, not brace.

📝 Tax Preparation (Business + Personal)
Yes, we file both. We handle every line item and every form—so you can stop dreading April and start feeling empowered by it.

Financial Leadership for Your Legacy

📈 Financial Management
Budgeting, forecasting, financial modeling, and cash flow tracking—strategic tools that turn survival mode into CEO flow.

💡 Business Advisory
Should you hire? Buy that property? Invest or wait? We help you navigate major decisions with calm, confidence, and crystal-clear numbers.