About
Meet CFO David
Hello, I’m David Thomas. I’m passionate about helping small business owners thrive by making their finances clear and manageable. With a background in mathematics and a love for entrepreneurship, I bring both analytical expertise and hands-on experience to financial management. Outside of work, I enjoy hiking, brewing coffee, and spending time with my wife and our dog.
Background
I hold a Bachelor of Science in Mathematics from Illinois State University and have over eight years of experience in corporate accounting. In addition, I have founded and managed businesses in industries including real estate, construction, landscaping, and therapy. This combination of professional accounting expertise and hands-on business ownership gives me a broad, practical understanding of both finances and the challenges business owners face.
Values
Integrity: I seek integrity in the work I do and the relationships I build.
Growth: I embrace challenges as opportunities for positive growth.
Relationships: People are at the heart of business, and I value getting to know the owners and businesses I serve.
Why I Do This Work
I know that many business owners feel overwhelmed when it comes to finances. Numbers can be confusing, intimidating, or simply take too much time away from running the business itself. I enjoy helping owners find peace of mind by making finances clear and manageable, reducing stress, and freeing them to focus on their highest priorities.
I’ve also seen too many business owners work with financial professionals who don’t provide the level of attention and care they deserve. My goal is different: to be a proactive partner who truly understands your business, communicates clearly, and acts in your best interests. I am committed to a fiduciary standard of putting clients first, so you can trust that the guidance you receive is always aligned with your success.
Who I Work With
I partner with small business owners who value collaboration, communication, and integrity. My best work happens with clients who want a trusted partner in their financial journey, not just a service provider.