Talent Profile

seasoned financial strategist with over 15 years of experience driving fiscal health for mid-to-large-scale enterprises. Specializing in high-level tax planning and forensic accounting, David has a proven track record of identifying operational inefficiencies and implementing robust internal controls that safeguard assets and improve the bottom line. Throughout his career, David has navigated complex mergers, acquisitions, and multi-state tax compliance, ensuring that his clients remain ahead of ever-changing regulatory landscapes. Known for his analytical precision and clear communication, he excels at translating dense financial data into actionable growth strategies for executive leadership. David holds a Master’s in Accountancy and is a dedicated member of the American Institute of Certified Public Accountants (AICPA).

experienced Certified Public Accountant (CPA) dedicated to empowering small business owners and independent contractors through financial clarity. With a background spanning over a decade in public accounting and private consultancy, David specializes in "clean-up" accounting, tax optimization, and fractional CFO services. David’s approach goes beyond simple bookkeeping; he acts as a strategic partner to his clients, helping them navigate the complexities of 1099 filings, payroll, and cash flow management. Whether he is rescuing a disorganized QuickBooks file or designing a long-term tax strategy, David’s goal is to remove the "financial noise" so business owners can focus on what they do best. When he isn't balancing the books, David provides mentorship to early-career accountants through the CPA Connections Talent Network.

No education information provided.