Industries Served

  • Nonprofit & Community Organizations

    Experience with the unique financial responsibilities of organizations that serve people and communities.

    Nonprofit and community-serving organizations operate in an environment where accountability, compliance and stewardship matter. David provides assurance, accounting and advisory services for organizations managing donor resources, grant funding, public funds and community-based programs. His extensive nonprofit experience brings a practical understanding of financial reporting, internal controls, grant requirements and the responsibilities that accompany mission-driven work.

  • Rural & Community Development Organizations

    Financial expertise for organizations investing in stronger communities.

    Community and rural development organizations often manage complex programs supported by grants, governmental funding and other public or private resources. David provides assurance, financial reporting and advisory services to organizations involved in economic development, workforce initiatives and community programs—bringing experience with the financial accountability, documentation and oversight these funding environments require.

  • Churches & Religious Organizations

    Professional accounting expertise with an understanding of ministry.

    Churches and religious organizations face financial and regulatory considerations that are different from those of many other nonprofits. With professional accounting credentials, extensive nonprofit experience and a background in theology and ministry, David understands both sides of that responsibility. Services include accounting, assurance, tax and advisory support for churches, religious nonprofits, denominational organizations and other ministry-related entities, with an emphasis on sound financial practices, compliance and responsible stewardship.

  • Businesses & Individuals

    Practical financial guidance for businesses, professionals and individuals.

    David provides tax preparation, accounting, planning and advisory services designed to help clients make informed financial decisions throughout the year—not simply at tax time. Services are available for small businesses, business owners and individuals, with additional experience addressing the specialized tax considerations of ministers and missionaries. From business formation and ongoing accounting needs to tax planning and preparation, clients receive experienced, personalized CPA guidance.

BOOK YOUR FREE CONSULTATION.

A complimentary initial consultation is an opportunity to discuss your needs, ask questions and determine how David may be able to assist you.

  • A conversation about your organization, business or individual financial needs

  • An initial review of your accounting, assurance, advisory or tax concerns

  • Identification of key issues, priorities and potential next steps

  • A clear discussion of services that may be appropriate for your situation