Finance That Moves You Forward
Your Strategic Partner in Finance, Growth & Operations.
Our Services
Advisory Services
Capital Markets, Mergers & Acquisitions, Strategic Planning, and Company Management
Outsourded CFO Services
Financial Planning & Analysis, Tax Planning, and Systems Integration
Other Back – Office Support
Accounting, Legal as well as HR Solutions
Financial Expertise to Help You Scale Smarter
Whether you’re raising capital, navigating mergers & acquisitions (M&A), or optimizing your tax and financial strategies, we provide customized, data-driven solutions tailored to your business needs.

Why Choose DOTC?
Industry Expertise
Our team consists of seasoned professionals with deep experience in corporate finance, capital markets, mergers & acquisitions, and strategic planning.
Tailored Solutions
Financial Planning & Analysis, Tax Planning, and Systems Integration
Data-Driven Decision-Making
We leverage advanced financial modeling and analysis to provide actionable insights.
seamless integration
Our outsourced CFO and back-office services ensure smooth operations and compliance.
TRUSTED BY GLOBAL BUSINESSES
Our clients range from startups and SMEs to large enterprises across multiple industries.
What People Are Saying
"As a three-year-old startup company with limited budget and large ambitions, it's important to make sure that we're responsibly building our financial and accounting capabilities in a professional yet cost efficient manner and Derek's been incredibly helpful in helping us to navigate the inevitable tradeoffs that are required. Derek brings a pragmatic approach to every discussion, treats his role with the seriousness and focus of a dedicated employee, and works seamlessly with the whole executive team. Derek continues to be a huge asset to our business."
Steve Martin, CEO, Shasta Cloud
"There is no more versatile, hard working or earnest senior executive than Derek O’Toole. A true one-man army, Derek effortlessly oversees core finance functions while simultaneously managing corporate development, fundraising, HR, operations, legal, investor relations, and on and on… all with exceptional skill and agility. Simply put, he is the Swiss Army knife of the C-suite. If you have the opportunity to add Derek to your team, don’t think twice."
Chris Drews, General Counsel
"Derek is an exceptional CFO with a rare ability to balance strategic finance and operational efficiencies. He has been an incredibly valuable asset in navigating complex financial decisions, deal structures and in driving operational efficiency. In addition he’s a quality addition to the C Suite, with an ability to bring teams together and foster relationships."
Raoul Pal, CEO & Co-Founder, Real Vision
"Derek was instrumental in guiding Provenance through complex strategic financial analysis and valuation during a critical growth phase. His deep expertise, clarity of thought, and practical advice brought confidence and precision to our decision-making. A trusted advisor and true professional."
Cara Hennessy, Co-Founder, Provenance Compliance
Get Started With A Free Consultation
From investment strategies, tax optimization, to estate planning, we offer bespoke solutions tailored to your unique circumstances.