About the owner

David is a Certified Public Accountant in New York and Florida, and has over three decades of experience in finance, accounting, auditing and risk management.

David received his BA in Accounting at The University of Scranton and his MBA in International Finance from Baruch College in New York City.

He is also a Certified Fraud Examiner and a Certified Information Systems Auditor.

David worked for Deloitte, a BIG 4 Accounting Firm, in both the New York and Tampa offices.

He managed the Internal Audit department of one of the largest global credit unions located in Queens, New York. 

 
After many years of working in the corporate world, David is now dedicated to helping small business owners reach their potential and meet their financial goals.