Executive Director, nonprofit organization
“David’s work has been very professional and proactive. The care and meticulousness he has displayed for the financial stability, growth, and community impact of our organization and its people has been superb. He has consistently provided clear and actionable information, even stretching beyond the bounds of finance and accounting at times. Although he has functioned as a third-party provider, he has been viewed by our staff as a quasi-employee because of how well he has assimilated himself into our culture.”
Market Operations Manager, construction company
“As a believer in providing my customers with top-level customer service, I have always appreciated the respectful, proactive, and direct methods of David’s customer service approach. His style reaches beyond his accounting knowledge. He consistently provides consistent, accurate, and reliable information. He has been a key component of our company’s leadership team and helped take our company to a new level over the past seven years.”
General Manager, nonprofit organization
“What stands out about David is his ability to synthesize very complicated sets of data into very clear, specific, and digestible insights with actionable steps. Before David, our firm had a hard time understanding financial statements even after going through multiple controllers. David’s organization guided us through two years of financial audits performed simultaneously by external auditors with no financial adjustments.”