Hiring Don as CIA’s Virtual CFO has proven to be a great solution in filling the gap between my bookkeeper and CPA. He has brought his deep agency experience and insight to the benefit of CIA. Don has taken our numbers and extracted the key points of information that I need each month. I feel that we now have a solid grasp on our numbers, as well as looking forward with our projections and budget planning. We are quickly moving to identify opportunities and implement the more strategic initiatives I’ve always wanted to do. I highly recommend you speak with Don and RD Advisory Group to fill your financial management gaps.

CEO at CIA Insurance