Background
For over 35 years, David has provided a variety of audit, accounting, tax and consulting services to a diversified client base, which includes privately held manufacturing, distribution, construction, service organizations and employee benefit plans. He has in-depth knowledge of the distribution and manufacturing industries.
As an Audit and Accounting client service Partner, David is responsible for supervising all audit, accounting, tax and consulting work performed including managing staff. He acts as part of a business owners’ management team and offers expertise in accounting, consulting, tax and other related business matters. David’s strengths lie in his creative ability to objectively analyze and assess client needs and situations. He offers suggestions and ideas that make his clients’ businesses and lives more profitable and efficient.
Areas of Specialization
David’s technical and business background includes auditing, tax consulting, general business consulting, mergers and acquisitions and business succession. In addition, he has in-depth expertise in the management of engagements, consultation with business owners and individuals regarding company operations and strategic planning, overall tax planning including individuals and their closely-held corporations, family tax planning, entity formation, analysis and control of costs and gross profits and budgeting.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Illinois CPA Society
- MSI Global Alliance
Education
- Bachelor of Science Degree in Accounting from the University of Illinois
- C.P.A. license in the state of Illinois
“Quality in a service is not what you put into it. It is what the client gets out of it.”