About Us
Derrick Sokolowski, CPA, CSPOFounder
Derrick Sokolowski is a Certified Public Accountant (CPA) and Certified Scrum Product Owner (CSPO) focused on helping organizations improve cash flow, strengthen financial operations, and increase operational efficiency.
Key accomplishments include:
Helped CPA firms improve operational efficiency and increase productivity by 10%, allowing teams to focus more time on high-value client work
Assisted nonprofit organizations in bringing billing services in-house, reducing annual operating costs by more than $20,000 and improving cash flow control
Recovered over $100,000 in aged accounts receivable outstanding for more than three years, helping nonprofit organizations improve liquidity and financial stability
Supported government organizations in implementing grant reporting systems that improved financial visibility, reporting accuracy, and funding oversight
Helped large corporations improve operational productivity by 6% through process optimization and workflow enhancements
Identified and helped resolve more than $2 billion in reporting discrepancies, strengthening financial reporting accuracy and reducing operational risk
Assisted in implementing systems and process improvements that eliminated approximately two months of manual work annually, allowing organizations to operate more efficiently and redirect resources toward growth initiatives
My approach centers on helping organizations improve cash flow visibility, streamline operations, reduce inefficiencies, and build sustainable financial processes that support long-term success.
Background
I started DFS because I saw firsthand how hard small business owners work — and how often they have to do it alone.
Growing up, my dad owned a floor cleaning business. Watching him build and manage his company gave me an early understanding of the sacrifices, long hours, and pressure that come with running a business. Like many small business owners, he wore every hat himself while trying to keep the business sustainable for the long haul.
As my career progressed, I worked across government organizations, nonprofits, and Fortune 100 institutions, where I saw the incredible impact that strong operations, cash flow management, and back-office support could have on a company’s success. Large corporations invest heavily in operational improvements, financial strategy, and process optimization because they understand how much time, money, and growth potential those services create.
At the same time, I realized that many small and medium-sized businesses need those same solutions just as much — but often didn’t have access to them.
Throughout my career, I helped organizations save time, reduce costs, improve processes, and focus more energy on revenue-generating activities. I often found myself wanting to bring those same operational and financial strategies to smaller businesses, because I knew how transformational they could be. But many large organizations simply were not focused on serving that market.
That realization stayed with me because I kept thinking about business owners like my dad. I knew that if he had someone alongside him to help strengthen operations, improve cash flow, and build sustainable systems, things could have been very different.
What started as a passion project eventually became something bigger. I made the decision to leave my employer, branch off on my own, and build a company dedicated to helping small and growing businesses operate more efficiently, strengthen their financial foundation, and position themselves for long-term success.
Today, my goal is simple: help business owners spend less time overwhelmed by operations and more time focused on growth, opportunity, and the work they truly care about.