A Financial Services Company
Headquartered in Granite Bay, California DFT Advisors, LLC provides financial and consulting services to businesses of varying sizes, as well as providing family business services to high net worth individuals. Beth Bowers, President and Owner, maintains an active CPA license and is a certified Quickbooks Advisor. Contact us to learn more about our services and pricing that is tailored to your specific needs.
Contact Us
115 Volcano Ridge
Granite Bay, CA 95746
bbowers.dftadvisors@gmail.com
(916) 768-0525
Services
Bookkeeping & Business Accounting Services
Ranging from Quickbooks setup and training to full financial statement preparation, we offer a variety of services to tailored to fit your business needs.
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Family & Personal Accounting Services
We pick up and sort your mail, pay your bills, and compile your personal financial statements all while coordinating with your tax and investment professionals. We’re here to help simplify your life so that you can enjoy what it has to offer.
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Part-Time CFO and Controller Services
Need financial insights but not ready to invest in hiring a full time CFO or Controller? We provide financial analysis and reporting, operations review, and cash flow management. We can also train in-house accountants and bookkeepers.
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Construction Invoice Management
Managing invoices during any construction or remodel project can be time consuming and overwhelming. Let us help. We will review all sub contractor invoices and ensure all conditional and unconditional lien releases are received prior to payment.
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“Beware of little expenses; a small leak will sink a great ship”
– Benjamin Franklin