Business Owners
Tax planning, reporting, and advisory support for owners making strategic financial decisions.
Premium CPA advisory for complex financial situations
Strategic CPA support for business owners building something bigger.
CPA DAVE helps business owners, high-net-worth individuals, real estate investors, and growing companies with tax strategy, accounting clarity, and CFO advisory support.
Tax Strategy
CFO Advisory
Accounting Clarity
Tax strategy aligned to entity structure and owner goals
Financial clarity for owner and growth decisions
CFO advisory rhythm for growth and cash flow visibility
Strategic accounting systems that scale
Licensed CPA
Big 4 tax experience
CFO advisory mindset
Tax strategy and business guidance
Modern systems and clear communication
Founder-led advisory
Built by a CPA who understands both tax and business decisions.
Big 4 tax experience plus hands-on finance leadership means the advice is technical, practical, and built for decisions before they are locked in. Support can include tax strategy, accounting advisory, QuickBooks or NetSuite cleanup, systems implementation, and fractional CFO guidance.
CPA
Tax
Finance
Who I Help
Designed for financial complexity, not commodity filing.
For clients with businesses, entities, investments, real estate, and wealth-building goals.
High-Net-Worth Individuals
CPA support for significant income, investments, entities, and long-term planning.
Real Estate Investors
Property-level reporting and tax support for growing real estate portfolios.
Startups & Growing Companies
Accounting and CFO advisory for companies outgrowing basic financial systems.
Multi-Entity Operators
Entity-by-entity reporting and planning for operators managing several moving parts.
Professional Service Firms
Financial reporting and tax support for firms built around people, margins, and owner income.
Core Services
Tax strategy, accounting clarity, and CFO advisory.
Premium CPA support for owners who need more than annual filing.
Tax Strategy & Planning
Proactive planning around entity structure, estimated taxes, owner compensation, and year-end moves.
Accounting Systems Implementation
Design and implement accounting workflows in QuickBooks Online, NetSuite, or other systems so reporting is cleaner from the start.
Accounting Systems Cleanup
Clean up old books, broken workflows, and spreadsheet-based processes so owners can trust and use the numbers.
Monthly Accounting & Advisory
Clean monthly accounting, reconciliations, and reporting owners can use.
Fractional CFO Advisory
CFO advisory for cash flow, forecasting, KPIs, and growth decisions.
Business Tax Preparation
Organized business tax preparation for entities and owners who need clean workpapers and a calmer process.
High-Net-Worth Individual Tax Support
Tax support for high-income individuals with investments, rentals, side businesses, or equity compensation.
Real Estate & Multi-Entity Advisory
Advisory for property-level reporting, partnerships, debt tracking, and entity-by-entity accounting.
Next step
Ready for a more strategic CPA relationship?
Start with a focused conversation about tax, accounting systems, and advisory needs.