We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
David is a graduate from California State University, Fullerton and has been
providing bookkeeping services since 1986 where he became the Controller for
a small chain of Southern California nightclubs and restaurants. As he grew
his bookkeeping clientele, he expanded his professional experience in the
early 1990’s by getting his Tax Preparer’s license and then expanded further
by obtaining his Series 7 license to sell stocks, bonds and mutual funds.
After moving to North Carolina, he gave up the financial planning side of
his business to concentrate on the bookkeeping and tax services side. He
has since built a modest business of clients that range in difficulty but
are always made to feel like family. He prides himself on personal,
friendly and affordable business relationships. Many of which he has
retained from the early 1990’s when he started as a tax preparer.