Services
CPA DAVE connects proactive tax planning, clean accounting, systems implementation, CFO advisory, and practical business judgment.
01
Proactive planning around entity structure, estimated taxes, owner compensation, and year-end moves.
Focus areas
Entity structure and owner compensation
Estimated taxes and year-end planning
Coordination with outside advisors
02
Design and implement accounting workflows in QuickBooks Online, NetSuite, or other systems so reporting is cleaner from the start.
Focus areas
QuickBooks Online and NetSuite setup
Chart of accounts and reporting structure
Scalable month-end close process
03
Clean up old books, broken workflows, and spreadsheet-based processes so owners can trust and use the numbers.
Focus areas
Historical cleanup and reconciliations
Workflow optimization and automation
Bank feeds and reporting improvements
04
Clean monthly accounting, reconciliations, and reporting owners can use.
Focus areas
Bank and credit card reconciliations
Monthly reporting
Tax-ready financials
05
CFO advisory for cash flow, forecasting, KPIs, and growth decisions.
Focus areas
Cash flow visibility and forecasting
Budgeting and KPI reporting
Scenario planning
06
Organized business tax preparation for entities and owners who need clean workpapers and a calmer process.
Focus areas
S corporations, partnerships, and LLCs
Tax-ready accounting
Organized year-end process
07
Tax support for high-income individuals with investments, rentals, side businesses, or equity compensation.
Focus areas
Multiple income sources
Rental and investment activity
Estimated tax planning
08
Advisory for property-level reporting, partnerships, debt tracking, and entity-by-entity accounting.
Focus areas
Property-level reporting
Partnership tax support
Debt and entity tracking
Information on this website is for general informational purposes only and does not constitute tax, legal, investment, or financial advice. Services are subject to a signed engagement letter. CPA DAVE provides accounting, tax, and business advisory services. Legal, investment, and estate planning matters should be coordinated with the appropriate advisors.
Next step
A diagnostic review helps identify the tax, accounting, reporting, and advisory priorities that should come first.
