About the Author
After serving 6 years in the US Navy, I completed 7 years of education in accounting and earned a Masters of Science in Accounting. I practiced as a Certified Public Accountant for over 12 years and have provided bookkeeping, accounting, and tax services for over 30 years. During that time I personally feel that my clients taught me more than I taught them.
I have written over 650 articles (over 1.2 Million words!) that are posted to this site; that is equivalent to 12 novels. I still feel that I haven’t even touched the surface of business issues and will continue to write.
I enjoy hiking, one step at a time to get to the end of the trail. Business success advances in the same way, one step at time. This is how I approach resolving a client’s overall operation.
I offer my services to my readers. My qualifications include:
- Masters Degree in Accounting;
- 30 Years of Experience;
- QuickBooks Guru
- Full Office Systems Conversion for 60+ Clients;
- OSHA 30 Qualified and Compliance Director.
The simplest way to state my qualifications is that I’m a ‘Business Administrator’. I know what it takes to successfully run a company. The end goal is CONTINUOUS IMPROVEMENT. This outcome is measured by a constant and consistent increase of the bottom line. The end goal is to design and implement a system that moves your company to the top 10% performer in your industry.
My first two hours of contact are free so we can discuss existing issues and see if it is worthwhile for you to engage my services. I need to identify the relevant issues and provide a proposal to address your concerns.
I find it fascinating the importance of a feedback loop of a good information gathering program and an output of documented financial results. Discovering errors or improvements is what allows small businesses to advance/grow. I provide all the necessary systems, programs, processes, forms and supporting spreadsheets. I work with the entire management team of the organization to improve all aspects of business. I’m a believer in the importance of having regular management meetings to ensure everyone’s buy-in with the goals and understanding progress and results. The key is to CONTROL the outcome. Here’s a short list of what I provide:
- Front Office Operations – The absolute best internal control with any business is a well-designed information gathering program.
- Effective marketing systems, processes and reporting of progress;
- Implementation of a backlog reporting/discussion program;
- Effective estimating/proposal program (#1 internal control to ensure profit);
- Contract negotiations/reviews/closure;
- Governmental Compliance and submittals.
- Back Office Operations – Timely and accurate production and financial reports.
- Accounting systems including documentation flow, job/production costing and reporting;
- Project management systems/documentation/client communications of progress (with larger operations this involves project management software);
- Cash flow analysis including job/production cash flow;
- Compliance programs including Standard Operating Procedures (SOP’s), Safety (OSHA Compliance) and internal issues identification.
- Management Team Facilitation – Properly executed management team meetings to identify and resolve issues.
- Operation meetings/goals/outcomes;
- Safety programs/compliance/documentation (I’m OSHA 30 Trained);
- Senior management meetings including reporting and progress analysis.
My services include:
- Modifying your existing accounting system including the software to properly match industry standards.
- Analyzing accounting and business attributes including comparison to other similar operations.
- Business Consulting
- Preparation of quarterly and annual reports including trial balance adjustments and tax adjustments; this includes communication with your CPA about relevant tax issues.
- Implement business process improvements; policies and procedures; internal controls and a file management system.
- Training of staff.
* I no longer provide tax preparation services but will communicate with you and your CPA concerning any tax relevant issues I uncover. I am no longer a public accountant and therefore do not render audit opinions.
If you need to contact me via e-mail, send to dave@comcast.net. I generally respond within 24 hours. YES, I actually do respond. I’m an educator, I love a good thought-provoking question and want to hear others’ insight to problem resolution or their unique business thinking.
I consider myself well read and an educator. I have the necessary formal education, job history, input from mentors and lifetime experiences to prepare me to write and document business theories and principles.
Credentials:
- Undergraduate Degree in Accounting – Christopher Newport University
- Masters of Science in Accounting – Old Dominion University
- Certified Public Accountant – 1999 to 2012
- Certificate in Financial Planning – Old Dominion University 1994 (One-Year Program Exploring the 5 Areas of Personal Financial Planning)
I’m actively involved in the community and actually enjoy getting out there and helping others. It is how I meet new friends and hear wonderful stories about business and life.
Community Service:
- Nine Years as a Boy Scout Adult Leader (Committee Positions, Eagle Scout Mentor, Den Leader)
- Eight Years as a Little League Coach (And Yes, I’ve Been Beaned by Many a Baseball)
- Two Years as a Volunteer Little League Umpire (Parents take this game too seriously)
- Five Years as Committee Member for a Big Brothers/Big Sisters Chapter (2 Years as President of the Chapter)
- Two Years – Kiwanis Member
Two clients in particular were astute businessmen. One was an engineer the other an RV dealer. Thank you Bob V. and Crosby Forrest for what you taught me about business and life. Along the way, I have performed services for many different industries and learned that each industry has their own set of principles and standards to earn a net profit. The lessons learned are what I write about on this site.
This site is designed to help investors utilize an excellent well tested and thorough process of systematic buying and selling of stock; it is commonly referred to as value investing.
If you need help or want some particular answers to any questions, please feel free to contact me via e-mail dave@businessecon.org. I’m not at my desk 24/7; so please be patient, I will respond.
Thanks for reading and I hope I help in some way.
DAVE