Our Process
A Plan Personalized for You
At DSB Rock Island, our clients are everything. We don’t just claim to care about them; we show them daily through our business practices and recommendations. We understand our clients and what is important to them. We are in their world.
As you outline your path to success, let us provide guidance for your business and life decisions. Our experienced team gives you answers and education, helping you understand your options along the way.
We are Connected
We are personally vested in your long-term success and the success of those around you. When we align, you have the advantage of an extensive network of business relationships and industry expertise to accelerate your business growth.
We are Proactive
While you focus on growing your business, we filter relevant information to help you navigate opportunities and issues. From start-up to succession planning, and everything in between, we are your best ally.
We are Accessible
We are here to help. When you have a question or request, you can count on a response in 24 hours or less – not just sometimes; every time.
Our Services
AUDIT
Audited, Reviewed & Compiled Financial Statements
Employee 401(k) Audits
Customized Agreed-upon Procedures
TAX
Family-owned & Privately Held Business Tax Planning
Individual Tax Services
Corporate & Partnership Tax Planning
Tax Credits & Incentives
BUSINESS SERVICES
Outsourced CFO Services
Financial KPI Dashboards & Advisory
Cash Flow Analysis
Bookkeeping & Accounting Services
Online Bill Management & Invoice Management
ADVISORY
Business Valuations & Due Diligence
Valuations for Financial Reporting
Mergers & Acquisitions Consulting
Business Succession Planning Gift & Trust Planning
Gift & Trust Planning
Estate Planning Services
WEALTH MANAGEMENT*
Financial Planning
Individual & Business Investments
Retirement Planning
Employee 401(k) Plan Administrative Services
Risk Management & Insurance Options
* Wealth Management services offered by DSB Rock Island Wealth Management, LLC. Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and DSB Rock Island are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
