A 30-year veteran of business financial management, David Smith brings hands-on expertise and real-world knowledge in accounting best practices to every client. It is his goal to help business owners gain clarity over their financial situation by improving the accuracy of their company financial reporting functions.
As controller and financial manager for multiple small- and mid- size businesses, David has guided a wide range of client companies to a focused understanding of their financial position and operational opportunities.
His expertise encompasses general bookkeeping, including general ledger, accounts payable/receivable, balance sheet and depreciation schedules, and cash flow review, as well as
profit and loss analysis and balance sheet trending and investigation.
We have the experience. We have the knowledge. We work with you and for you. We can also work with your current bookkeeper or accounting. We are here to help you get to that next level in your business. Our goal, is to help you reach your goals.
We work with you to customize an approach to your business and your accounting based on your business. We don't come in and dictate your accounting to you. We need to understand your business first and then we can help fine tune your accounting processes. We also work with your current CPA to make sure that we are meeting their expectations as well.