The practice
From bookkeeping and QuickBooks to forensic work and IRS representation — a full public-accounting practice for closely-held businesses and individuals.
Exhibit A · See beyond the numbers
Bookkeeping, budgets, cash-flow, statements, and systems so you can run the company instead of chasing receipts. We learn the business first, then build the file around it.
Exhibit B · The file, done properly
As Certified QuickBooks ProAdvisors, we install, chart accounts, train your staff on-site, and clean the file so tax season is not a reconstruction project.
Exhibit C · A clear picture of where you stand
Financial statement work for owners, boards, and lenders. Dave’s practice also covers forensic accounting, fraud investigation, and agreed-upon procedures when the story in the numbers is not the whole story.
Exhibit D · Counsel, not just compliance
Entity choice, budgets, cost and profit projections, and a second set of eyes on expenses, tax, and growth. New businesses get a partner before the first filing.
Exhibit E · What you keep, not only what you make
Business and individual returns, filed electronically. We consider every deduction, break, and incentive that actually applies — not a software checklist.
Exhibit F · Legal, current, and on your side
A written strategy that is retuned as the law changes. If the IRS is already involved — garnishments, liens, levies, back taxes — we step in and deal with them.
The first consultation is free. Bring the question. We’ll name the work.