Partner
David serves as Partner. He brings a wealth of knowledge in outsourced accounting, bookkeeping, payroll, and financial reporting services.
David earned his Bachelor of Science in Accounting from Ball State University. He joined the firm in 2011 where he started as an intern before becoming a Staff Accountant, subsequently advancing to Senior Accountant and then Manager. With nine years of experience and as a Certified QuickBooks ProAdvisor, David offers several areas of expertise including accounting, tax planning and compliance, QuickBooks consulting, and payroll services.
David partners with his clients to develop and implement financial and business processes to allow them to be more efficient and profitable. He works directly with business owners, consulting them from the early stages of the business all the way through individual tax planning. Additionally, David provides other support services such as the implementation, training, and consulting for the day-to-day operational processes of a business.
David is known to be personable and customer service oriented. As an active member in the community, David has presented several QuickBooks Seminars where he combines his tax and accounting skills with his knowledge of QuickBooks and other accounting systems. He is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society. David attributes his success to hard work and commitment to excellence.
Education
- Ball State University, B.S. Accounting
Organizations
- Member, American Institute of Certified Public Accountants
- Member, Indiana CPA Society
- Member, Delta Sigma Pi Professional Business Fraternity
- Certified QuickBooks ProAdvisor®