Who We Serve

Holistic Accounting for Manufacturing, Service Professionals, Health Clubs, & Serial Entrepreneurs

At Daffin Financial, we offer customized accounting and CFO services tailored to meet the unique financial needs of businesses and their owners. Our accounting team is focused on full service financial guidance for businesses primarily operating in manufacturing, service professions, legal, IT, engineering, health and fitness clubs, and multi-state ventures.

Business + Personal

We’re often advising our clients to keep their business and personal records separate, but our services provide for both. Our full service approach ensures the financial soundness of both the business and the owner. Because the financial health of one is directly connected to the other. We’re focused on bettering both.

Not all accounting firms can say that.

We serve as CFO for the business while providing consolidated financial planning and analysis at the personal level. For one of our local clients, for example, we provide preparation of personal financial statements and family tax planning, in addition to our CFO services and accounting for their manufacturing company.

We pay attention to the financial wellness of businesses AND their owners.

Our Clientele

Our accounting and CFO services are ideal for LLCs, partnerships, sole proprietors, S corps, and their owners across a variety of industries. Our areas of particular expertise:

  • Serial Entrepreneurs: Our expertise in managing multiple businesses positions us as the ideal partner for serial entrepreneurs looking to optimize their financial portfolios.
  • Manufacturing: From cost control and budgeting to inventory management and production analysis, we specialize in accounting for manufacturing companies.
  • Professional Services: For professionals in various service industries, we offer business and financial strategies that align with your niche.
    • Legal
    • Engineering
    • Architecture
    • IT
  • Health and Fitness Clubs: We’ll help you maintain fiscal health while you focus on your clients’ physical health.

Let Us Help:

TESTIMONIALS

Customer Stories

I used Grant & his team for a number of years when I owned my own marketing agency to manage bookkeeping and file both my business & personal taxes. Grant is extremely knowledgable, helpful, and responsive—and would walk me through confusing tax things in an easy-to-understand way. To top it all off, Grant really cared about the well-being of my business, and maintained a trusting & warm relationship with me & my business partner during our time together. I highly recommend Daffin Financial for all your tax & accounting needs!

Katerina Jeng

Grant and his team are thorough, thoughtful, and supportive partners. At every turn they show up prepared and proactive. Grant is highly relationship-centered and I look forward to every meeting. Would highly recommend!

Samuel Adiv