Your Small Business Financial Partner

Guiding you with clarity and confidence so you can make smart financial decisions.

Services

Running a business is demanding, and you shouldn’t have to manage the finances alone. I partner with small business owners to simplify financial management, provide clear guidance, and build a strong financial foundation. My goal is to give you clarity and confidence for informed decisions while you stay focused on running your business.

  • Accounting & Bookkeeping

    Accurate books are the foundation of good decisions. I go beyond basic bookkeeping with true accounting expertise, bringing clarity whether you need catch-up or monthly support.

  • Systems & Technology

    The right tools make financial management easier and more efficient. I recommend and set up systems customized to your business, from accounting software to workflow solutions, so you can save time and stay organized.

  • CFO & Strategic Planning

    Good decisions require more than accurate books. I provide budgeting, forecasting, and financial insight that give you a clear view of the road ahead, helping you plan with confidence and grow your business strategically.

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Connect

Let’s explore how CFO David can bring clarity and confidence to your business finances.

Book a Discovery Call

What Clients are Saying

  • "Helped us save money on our taxes! Very thorough and detailed. Now we're a monthly customer."

    Andrew M.

  • “We hired David to help with our bookkeeping and QuickBooks Online integration. We ended up upgrading our entire business. We would not have been successful without him. He is a joy to work with and a dedicated team member. I highly recommend him.”

    Stacie M.

  • "David was extremely responsive and his skills added great value to my company. Would highly recommend!"

    Kyle K.

  • "I am thankful to work with CFO David. My business runs so much more efficiently with his help. Knowing that my books are in great hands eliminates stress and allows me to go above and beyond for my clients!"

    Jodi T.