I help put the MAGIC back into your business because I am a WIZARD, a “Cash Flow Wizard”.

Now you can get back to GROWING your business.

After just one session, you will feel more confident and in control of your company.

I am David

I help business owners put the “magic” back into their business.

I am an accomplished CPA, MBA and Chief Financial Officer with over 20 years of Finance experience.

One of the most interesting and rewarding things I have done is start an English school franchise in Brazil! My wife and I launched the school with 10 students and after 3 years we had TWO schools and 500+ students.

Our Services

  • Clean Up / Catch Up / Start Up

    Clean up or catch up your financial records to help give you pertinent information to run your business. Help start your business with LLC, bank accounts, etc so you launch your company.

  • Accounting Service

    Outsource third-party accounting that handles the day-to-day transaction coding, accounts payable, accounts receivable, payroll and financial reporting.

  • Fractional CFO

    Fractional CFOs most commonly partner with companies to help overcome financial challenges, achieve growth, optimize strategy, implement systems, or navigate an audit or transaction. Have a CFO on your team to ensure you are moving forward one step at a time.

  • Budgets & Forecasts

    Assist developing your annual plan for income and expenses to help you guide your business.

  • Cash Flow Management

    Develop a Cash Flow forecast to help understand your cash inflows and outflows to help you better manage your company.

  • Financial Analytics

    Provide key information and metrics to help improve your company’s business performance.

  • Projects

    Help with company strategy, Board or Investor meetings, risk analysis and much more.

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