Education

Bachelor of business administration in accounting from St. Norbert College, De Pere, Wisconsin

Overview

David has seven years of experience providing audit and accounting services for privately held companies. He is an experienced auditor of financial statements and employee benefit plans. He also has many years of experience in evaluating internal controls at various types of service organizations in the form of SOC reporting and readiness engagements.  David’s role focuses on oversight and execution of audits at all levels and building lasting relationships to ensure continued close personal attention to client needs. David has worked with clients in a variety of industries, with a special focus on manufacturers and distributors.

  • Financial statement audits, compilations, and reviews
  • System and Organization Controls for Service Organizations (SOC audits)
  • Employee benefit plans

Upcoming speaking engagements

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Resources and event materials

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