DCD
Consulting Group
Financial Guidance to Drive Business Performance
Since 2016
Explore
Our Approach
Project and retainer-based CFO & Controller advisory services to private and private-equity backed middle market companies.
Hands-on, operational approach based on close partnership and collaboration with founders, c-suite team, senior management, board members and investors.
Execution and implementation of sound financial accounting and operational best practices that align with company goals.
Collaboration with stakeholders to identify their short and long-term strategic goals and objectives to support growth.
Clients & Profile
Featured Clients
Strategic Financial Leadership
Guidance for partners, senior leadership and investors.
Pro-forma scenario planning, cash flow models, valuations.
For financial and operational management, forecasting, budgeting, staffing structure, profit and efficiency metrics.
Introductions, credit lines & term loan structure, debt restructuring.
Contract review and negotiation.
Sales team structure and guidelines for best practices.
Term sheets, compensation sharing, legal liaison.
Introductions to investment bankers, private equity and potential partners, due diligence analysis, guidance and support to founders for sale event.
Financial and operational guidance, legal liaison.
Structuring phantom equity, profits interest or stock appreciation rights.
Best practices for handbooks, comp and incentive programs.
Operational Accounting Excellence
Meticulous deep dive to identify discrepancies and reclassification of records for proper and accurate reporting.
Develop detailed budgets aligned with company strategic plans and goals. Monthly reporting of budget vs actual results.
Comprehensive analysis of cash flow patterns to ensure liquidity and operational efficiency.
Regular reconciliation of bank accounts, credit card statements, and other financial accounts.
Provide customized financial reporting to C-Suite.
Implementation of best practices to safeguard assets, ensure accurate financial reporting and reduce risks.
Assisting businesses with audit readiness, including documentation organization and communication with external auditors.
Guidance on tax compliance and other financial obligations to ensure full adherence to industry standards.
Recommending and implementing financial systems and tools to streamline operations and improve reporting accuracy.
Real Results, Real Impact
The People Behind the Results
David has spent 25 years as a CFO and financial partner, working with pioneering private and PE-backed companies in the marketing and communications (marcom) space. His expertise lies in guiding companies through rapid growth, strategic transformations and successful exits.
In 2011, David led the sale of Concentric, a New York-based pharmaceutical agency, to the public company MDC Partners. Over the next six years, he supported the founders in expanding the healthcare group's revenue from $12 million to $60 million.
In 2016, driven by a passion for building and scaling businesses, David founded DCD Consulting Group. Known for being transparent, thoughtful, and analytical, David is a strategic and collaborative leader who values talent development and balancing short-term wins with long-term goals.
Bari is the President and Founder of Bookkeeping & Back Office Solutions, LLC (BBOS), which she founded in 2009 after earning her Bachelor of Accountancy from The George Washington University. Prior to BBOS, she served as CFO of a mid-sized New York investment banking firm and as Assistant Controller at a NYC corporate law firm.
Over her career, Bari has worked across a broad range of industries — from real estate and venture capital to investment advisory and law — bringing deep expertise in helping small and mid-sized businesses build the financial infrastructure they need to grow. Her passion is working directly with business owners to help them understand and take control of their finances, ensuring the growth they envisioned becomes a reality.
Ylyss has 15 years of accounting experience spanning the private and public accounting sectors. She has developed an extensive and diverse skill set having worked across industries such as retail, manufacturing, service and technology.
After gaining extensive experience in corporate accounting, Ylyss founded TaylorMade Accounts LLC. Her mission is to support small businesses in achieving sustainable growth by providing tailored, one-on-one service. Through her alliance with DCD Consulting Group over several years, TaylorMade has played an integral and proactive role in supporting DCD clients with reliable and timely accounting services.
David Levine is a seasoned financial and accounting professional with extensive experience in controller functions, financial reporting, and operational finance, as well as a strong background in real estate. Throughout his career, he has built a strong track record of implementing disciplined accounting processes, ensuring compliance, and delivering accurate financial insights that empower leadership teams to make informed decisions.
David brings a hands-on, client-focused approach to every engagement. His expertise spans general ledger management, month-end close processes, budgeting, cash flow analysis, and internal controls — making him a trusted resource for the small and mid-sized businesses that DCD Consulting Group serves.
Through his partnership with DCD, David plays a key role in supporting clients who need reliable, senior-level controller oversight without the overhead of a full-time hire. His precision, responsiveness, and commitment to financial clarity make him an integral part of the DCD team.
Amy brings a strong foundation in financial management and operational leadership to DCD Consulting Group. Most recently, she served as Controller at Stadium Capital Management for seven years, where she oversaw the firm's financial operations with precision and dedication.
Prior to that, Amy built a versatile career spanning finance and marketing roles across multiple organizations, as well as meaningful work in the nonprofit sector — coordinating fundraising events for grassroots tennis organizations serving underprivileged youth. It was through this work that she first connected with DCD's own Brendan Seaver.
Amy lives in Connecticut with her husband, John, where they raised their three children. Outside of work she enjoys traveling, gardening, and walking their dog, Winnie.
Jim is an accomplished accounting and finance executive with more than 30 years of leadership experience in the global advertising industry. He has served as CFO for some of the world's most recognized advertising organizations, including McCann Erickson — where he was one of only seven CFOs overseeing worldwide operations — and Anomaly, where he helped grow the agency from a 35-person startup to a global organization with eight offices and over 2,000 employees.
Throughout his career, Jim has personally led the establishment of international offices across London, Amsterdam, Berlin, Shanghai, Los Angeles, and Toronto. Beyond his corporate leadership, he has spent more than 27 years as a university educator and published author, with multiple works published through McGraw-Hill's Higher Education division.
Dylan is currently entering his sophomore year at Indiana University's Kelley School of Business, where he is pursuing a degree in Real Estate and Finance. He was directly admitted to Kelley — one of the nation's top business schools — based on academic achievement, and is the recipient of the Dean's Scholarship.
At DCD Consulting Group, Dylan supports the team as an Intern Financial Analyst, bringing analytical skills and a strong foundation in financial modeling and data analysis. On campus, he is an active member of the Real Estate Club, where he develops expertise in property valuation, deal structuring, and investment strategy. He is also a member of Phi Delta Theta Fraternity.
Outside of academics, Dylan is an entrepreneur — co-founding DND Detailing, a mobile detailing business serving 30+ recurring clients. He is passionate about real estate development, golf, skiing, soccer, and surfing.
Lucas is a junior at Indiana University's Kelley School of Business, where he is pursuing a degree in Finance with a co-major in Business Analytics. A direct admit to Kelley and recipient of the Dean's Scholarship, he is also a member of the prestigious Hutton Honors College — recognition of his exceptional academic record and strong academic standing.
At DCD Consulting Group, Lucas brings a strong analytical foundation to his role as Intern Financial Analyst. His coursework in finance and business analytics, combined with hands-on experience as a Student Strategy Consultant at Stryker Corporation, has sharpened his ability to research market trends and develop data-driven recommendations. On campus, he is Academic Chair of Pi Kappa Phi Fraternity, a Kelley Peer Mentor, and an active member of the Financial Services Club and Financial Planning Association.
Lucas is known for his analytical mindset — he generated a 15.9% ROI during the 2025–26 NFL season through data-driven predictions as a member of the American Football Analytics Club. Outside of academics, he is passionate about finance, soccer, and streetwear.
Ronan is entering his sophomore year at Indiana University's Kelley School of Business, where he is pursuing dual majors in Finance and Accounting. A direct admit to Kelley and Dean's Scholar, he brings a strong academic foundation to his work at DCD Consulting Group.
As an Intern Financial Analyst at DCD, Ronan contributes sharp analytical thinking developed through his involvement in the Financial Investment Review, a highly selective organization of 45 students chosen from 500+ applicants. He is also a member of the Banking and Trading Association, where he engages with global macro hedge fund managers, FX strategists, and rates traders to deepen his understanding of financial markets. He is also a member of Phi Delta Theta Fraternity.
Originally from New Canaan, CT, Ronan brings a well-rounded background that includes coaching youth hockey, product work at North America's largest lacrosse retailer, and consulting experience with Stryker Corporation. Outside of finance, he enjoys acoustic guitar, disc golf, pickleball, and the New York Rangers.