Testimonials

“David has been an outstanding consultant for my businesses. He expertly set up my books in QuickBooks, guided my business decisions, and went above and beyond by personally collaborating with my accountant to ensure everything was accurate and seamless. His efforts have directly helped increase the profitability of my new ice cream business. David is now assisting with strategies to improve my other business as well. He is professional, proactive, and truly cares about his clients’ success. Because of his tremendous value, David will now be a permanent member of my team, and I look forward to working with him for a long time to come. I highly recommend David to anyone seeking a knowledgeable and dedicated professional to assist with business or accounting needs—his support has been invaluable to me.”

Manuel G (Owner, MLKEN Ice Cream Shop)

“David helped out my business in many ways. He cleared up some confusion and went above and beyond to assist me. He’s personal and cares about helping others succeed. I would recommend working with him!”

— Jantzen F (Owner, UPS Store)

“I've had the pleasure of working with David, and I am thoroughly impressed with his level of expertise and professionalism. From the beginning, he has demonstrated a deep understanding of small business ownership in both the franchise and entrepreneur arenas. He has a strong knowledge of the financial, personnel and operational aspects of running a small business, and it is evidence he is passionate about helping others increase their knowledge. 

He has always been approachable and patient while teaching and takes his time to explain. Thanks to David, I feel more comfortable as a new small business owner. I would recommend David's consulting services to anyone, seasoned owners, new owners or those considering small business ownership, he's a wonderful resource and support to have in your corner.”

— Amy W (UPS Store Owner)

“David is innovative, honest, and reliable. He has established himself as a successful owner/operator of two small businesses. As an experienced small business owner, he understands the challenges you face, and he offers consulting services that span the entire business lifecycle. Highly recommend.”

— Mike P (Publisher of Forest Heights Stroll Magazine)

“David was instrumental in teaching me how to use Quickbooks Online for my general contracting business. He established an easy to learn and extremely efficient process so I can now be my own bookkeeper! This will save me a substantial amount of money. I can’t recommend him enough!”

— Jeremy F (Owner of Arkhitekton LLC)

“From day one, David dove deep into our books and identified inefficiencies that were costing us unnecessary time and money. His communication is top notch, and he is always super responsive when we have questions. We would recommend David even if you just want someone to give a quick overview of your books and help your business save money.”

— Lisa & Amador C (Owners of UPS Store)