Financial Solutions for your Family and Business
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Small Business Finance

Mission: serve as a trusted advisor and fiduciary through fair, clear, useful financial accounting.


business finance consulting


Testimonial

“David has been working with *** LLC for almost two years and that in itself says all you need to know about his character.  Upon joining forces with us, David inherited an accounting nightmare that would have sent lesser souls running for the hills!  Because of what can only be described as some negligent work that preceded his arrival, David was charged with the task of recreating our company accounting records and books dating back some years.

This process involved re-appropriating numerous costs and distributions on both sides of the balance sheet, coordinating regular communication to dozens of investors, completely rebuilding our banking arrangements and ultimately to the re-filing of our company’s previous year’s tax returns.  David could easily have turned his back on this situation, but he had come to us on a personal recommendation and as such, he rolled up his sleeves and resolved to do whatever was needed to put things firmly back on track.

 The qualities that David showed to achieve this; professionalism, honesty, determination, tenacity and reliability, are those that I would use to best describe his work ethic.  Not only is David now a trusted and invaluable partner of our company, I have also engaged his services as my personal accountant and would have no hesitation in recommending him in either of those capacities.”

Business client since 2015


Small business accounting & payroll


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business Tax Preparation