Dave was recommended to me by other business owners I highly respect. took the time to listen to my specific needs and problem areas regarding managing my individual practice. He presented workable plans and ideas that would address each issue and give me the ability to track progress immediately. He stayed in touch with me regarding the methods chosen and was always available for consultation. I will go to him for all of my business needs because if ever he cant solve a particular problem, which I believe he can, he will know where to refer me. He really wants small business owners to thrive. Very grateful for his help.

Dave is very proactive and helped me understand the new landscape and requirements to get a PPP loan, helped me calculate everything and is always right there by my side when I need any type of accounting help and advice. He is a seasoned CFO and I feel like he has my back.

Daves help and expertise has greatly impacted my business. He has knowledge on an array of topics and is able to provide sound reliable advice. Not to mention, if needed, to come in and be a physical presence to execute time sensitive deliverable. Highly recommended for anyone growing their business and needing help with planning, strategizing, and overall management.

Dave is not afraid to be honest, but he has the experience to temper criticism in a way that is informative and productive. Even a quick discovery meeting with him led me to take some immediate action and make some longer term plans. Further discussions have helped me make decisions that have had an immediate financial impact in a positive way.I assumed I knew what he would say, but I didnt know.

Dave is amazing and I recommend him to any business or individual. Amazing service.

Dave does a fantastic job of listening to my business issues and always has great advice. The mentoring he provides from his experiences and knowledge are a great value to my growing business. I would highly recommend any business owner who needs some outside consultation to reach out to Dave and his team.

Sat down with Dave and within an hour he had an understanding of my business and the challenges we have and he was able to recommend some great strategies to help the business run smoother and more efficiently. If your books are not in order you have no idea of how profitable you are and where you are losing money. It might be as simple as realizing just what your shipping is costing and give you the tools to negotiate. I highly recommend Dave!

Dave is so knowledgeable and easy to work with. His expertise in all aspects business is invaluable to a company.

It is rare to find a person who is truly dedicated to helping others to succeed. A wealth of knowledge and so level headed. I highly recommend using Dave to help your business grow or even to just tighten things up to gain more ever-precious time.

Dave has been and continues to be an asset to my business. He spends time to actually learn about your specific business needs and goals before recommending an action plan, then after an agreed amount of time checks in to see how implementation is going. He is there every step of the way. Im so grateful to Dave for all his knowledge.

Dave was an incredible resource for me to focus my company, set benchmarks and goals, and to align myself in the proper direction. He helped me to get my business focused on priorities that will help it grow. Dave is a must for any business to get in sync with its best future.

Dave is great to work with! Very experienced, knowledgable, and insightful.

Id highly recommend Dave for anyone looking for an Orange County business consultant. Hes extremely resourceful. He knows how to structure or reorganize your business so it runs like a well oiled machine.

Dave, is very knowledgeable of accounting and automating these functions within an organization.

Very knowledgeable and professional.Im planning to use their services for my future business.