DAVID & ASSOCIATES
It's not just about the numbers, we know what your money needs.
ABOUT US
Welcome to David & Associates, your trusted partner in financial success. With years of experience and a dedicated team of professionals, we offer a comprehensive range of accounting and financial services to individuals and businesses alike. Our mission is to provide personalized solutions tailored to meet your unique needs and help you achieve your financial goals.
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At David & Associates, we understand that every client is different, and we take pride in building strong, long-term relationships based on trust, reliability, and exceptional service. We strive to be more than just your accountant; we aim to be your strategic advisor, offering valuable insights and guidance to drive your financial success. Whether you're an individual seeking personal financial assistance or a business owner in need of comprehensive accounting support, we are here to assist you every step of the way.
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OUR CORE VALUES
Simplicity
This firm recognizes that many small and mid-sized businesses do not have the time, resources, or expertise to manage complex financial processes. Therefore, we strive to simplify financial management by offering easy-to-understand solutions that are tailored to the unique needs of each client. We focus on delivering practical and actionable advice that can be easily implemented by our clients.
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Resourcefulness
David & Associates is dedicated to finding creative and innovative solutions to complex financial challenges. We leverage our expertise and experience to help our clients identify new opportunities, optimize their financial resources, and achieve their goals. We work closely with clients to understand their unique needs and develop customized strategies that align with their business objectives. We take a proactive approach to identifying potential financial challenges and finding creative solutions to overcome them.
Education
We believe that education is key to financial success. Therefore, we work closely with our clients to educate them on the financial aspects of their business, empowering them to make informed decisions about their finances. We are committed to providing clients with the knowledge and resources needed to succeed in a rapidly changing business environment. We offer ongoing education and training opportunities to help clients stay up-to-date with the latest financial trends and best practices.
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ABOUT FOUNDER & CEO
Hello, I'm Christina David, the proud founder and CEO of David & Associates, where we redefine financial success for small businesses. My journey into the world of numbers began during my college years, as I navigated the complexities of student loans, credit card debt, and the intricacies of personal finance. These early challenges ignited a lasting passion for financial management, a passion that continues to drive my path today.
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Over the past decade, I have dedicated myself to mastering the art of interpreting financial data, identifying trends, and capitalizing on opportunities.
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Beyond numbers, I am an advocate for embracing life's adventures. I immerse myself in diverse cultures, constantly expanding my horizons. My passion for investment extends beyond the professional realm—I actively seek opportunities to grow my real estate portfolio while cherishing invaluable moments with loved ones.
OUR SERVICES
VIRTUAL CFO
CFOs partner with you to lead your organization by overseeing financial activities and looking to the financial future of your business, helping you establish and execute your business strategy for growth and profitability. Our virtual CFOs offer the expertise you need to navigate the financial landscape.
If you are looking for more than simple bookkeeping and would like the peace of mind that a virtual CFO, or outsourced CFO, can provide through proactive planning, financial reporting, and strategic planning, our vCFO services would be a great fit.
Services Include:
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Proactive Financial Planning
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Financial Reporting
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Strategic Planning
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Business Growth Strategy
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Financial Risk Management
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Cash Flow Analysis
VIRTUAL CONTROLLER
A virtual Controller, also known as an outsourced controller, plays a crucial role in the health of the business by overseeing daily accounting operations and accounting-related departments, creating budgets, helping recognize and hone in on where operations could be streamlined, and providing insight on the financial picture of the business.
Services Include:
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Daily Accounting Oversight
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Budget Creation and Management
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Streamlining Operations
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Financial Insight and Analysis
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Financial Process Improvement
VIRTUAL ACCOUNTING
A virtual Controller, also known as an outsourced controller, plays a crucial role in the health of the business by overseeing daily accounting operations and accounting-related departments, creating budgets, helping recognize and hone in on where operations could be streamlined, and providing insight on the financial picture of the business.
Services Include:
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Daily Accounting Oversight
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Budget Creation and Management
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Streamlining Operations
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Financial Insight and Analysis
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Financial Process Improvement
FINANCIAL LITERACY CLASSES
Empower your team and stakeholders with financial literacy classes. Our experts can provide tailored financial education to help your employees and partners make informed financial decisions. Whether you want to enhance your team's financial skills or offer financial literacy classes to your community, we're here to help.
Financial Literacy Class Topics:
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Budgeting and Financial Planning
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Understanding Financial Statements
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Investment Basics
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Debt Management
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Tax Planning
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Retirement Planning