Meet Dave
Dave is a licensed CPA with Big 4 tax experience and hands-on finance leadership experience in a high-growth business.
I started CPA DAVE because owners need clean numbers, clear answers, and a CPA who understands how tax, accounting, cash flow, business decisions, and growth goals connect.
Credential snapshot
I built CPA DAVE because business owners deserve more than a once-a-year tax conversation. The right CPA relationship should help owners understand their numbers, improve their systems, plan ahead, and make smarter decisions as the business grows.
My background combines CPA technical training, Big 4 tax experience, finance leadership experience, and a modern systems mindset, including automation, process improvement, and practical use of technology where it actually helps.
Modern systems
Technology should make the work cleaner, faster, and more useful, not less personal.
What clients can expect
Calm process, practical recommendations, and a year-round planning mindset.
Values
The work is designed to be clear, practical, and proactive.
Organized updates, plain language, and clear next steps.
Guidance shaped by tax, accounting, cash flow, and business reality.
Conversations before deadlines and major decisions.
Next step
Start with a focused consultation about your business structure, tax planning needs, and advisory priorities.
