PRINCIPAL
Daniel Oswald
Dan Oswald is a successful finance professional with diverse skill sets and experience. He has over 17 years of experience spanning finance, accounting, and technology augmented with some legal and HR experience. He has particular expertise in designing and building financial systems, ERP implementation, and financial modeling including cap tables.
Earlier in his career, he was a member of the original team starting the Reverse Mortgage business at Countrywide Bank, FSB. In that capacity, he managed the finance department for the Reverse Mortgage business unit overseeing reporting, budgeting, forecasting, and associated systems development. He also assisted with the development of additional business channels and was responsible for negotiating deals with other business units.
Our Services
What Service We Offer
Our Mission
At Oswald Consulting, our mission is to empower small and medium-sized businesses with strategic financial insights, expert accounting solutions, and visionary leadership. With over 17 years of dedicated experience, we specialize in providing outsourced CFO services, elevating financial operations across diverse industries.
Why Choose us
Your Financial Success, Our Expertise
Tailored Solutions
We know that every client is different. We work closely with you to create custom solutions that match your unique needs and circumstances. Your success is our success.
Personalized Attention
We pride ourselves on our personalized service. You're not just a number to us. We take the time to understand your goals and challenges, offering one-on-one support and advice.
Expertise
Our team at Oswald Consulting consists of skilled and experienced professionals who stay updated with the latest tax regulations and accounting practices. You can trust us to handle your business needs with the utmost professionalism.
Clients Feedback
Our Clients Reviews
Entrepreneur
The team at Oswald Consulting is a group of dedicated professionals who go above and beyond to provide excellent service. They have been instrumental in helping me navigate complex tax regulations.They have good serious
Manager
I've been a client of Oswald Consulting for several years, and they consistently deliver exceptional results. Their attention to detail, strategic financial advice, and prompt response to inquiries make them my trusted partners.
HR Manager
News
Latest Blog & Articles
Navigating the Tax Maze: Why Tax Planning Matters for Your Financial Future
Tax season often brings a mix of emotions—ranging from anticipation for a refund to dread of the complexity involved....
The Hidden Gem of Business Success: Professional Bookkeeping for Small Enterprises
In the realm of small business management, the adage "time is money" couldn't be more apt. Every minute you...
Maximizing Your Profits: The Power of Tax Planning for Small Businesses
As a small business owner, you're accustomed to wearing multiple hats – from CEO to accountant. While managing finances...
Working with Oswald Consulting has been a game-changer for my small business. Their expertise in tax planning and financial management has saved me both time and money. I can't recommend their services enough!