A Consulting CFO ..... and a CPA
Certified Management Accountant
Certified Global Management Accountant
Certified Employee Benefit Specialist
Qualified Pension Administrator
Qualified 401(k) Administrator
Welcome to the office of David Shatto, CPA!
Services to help you succeed and your business thrive!
I provide a range of professional services to help you with your or your company's financial success. From tax advice and tax return preparation, to collaborating with you to grow and preserve your business to strategic planning for the sale or succession of your business. Unlike most CPA's, I have spent the majority of my practice as a Chief Financial Officer serving many different organizations of varied size, form and operation. Tax returns and financial statements are not historic documents for you to file and store but tools which we will use in the management of your company. My approach is like that of a primary care physician for your or your company's financial and operational health. My emphasize is on proactive and preventive processes so that you and your business thrive and survive. Let me be your CFO for a day, a week, a month ..... and help you keep you and your company out of the business emergency room!
Services include the following; however, I tailor my services to each client's unique needs!
CFO Services
a Consulting CFO
All organizations need the leadership and expertise of a Chief Financial Officer. However, small and mid-sized companies cannot always afford and usually do not require a full time CFO. I fill that role on a consulting or interim basis based on your unique needs and budget.
Business Self Defense - The Primary Care Review
Many businesses are overwhelmed with day to day operations... managing employees, providing product or services to their clients, marketing and selling their services and products. In this busy environment, it is difficult for owners and managers to focus on important areas such as strategic planning, cash flow forecasting, financing growth, disaster recovery, succession planning, retirement plan compliance, practical use of their financial records, internal control procedures, and competitive analysis. Ignoring these areas can result in catastrophes, from some of which a business will not recover.
Traditional CPA Services
Virtual Delivery of Services
I provide many services including tax return preparation and accounting services over secure portals and cloud based systems for prompt and cost efficient delivery.
Tax Advice and Return Preparation
I provide tax return and tax planning and compliance advice to profit and not for profit organizations. I prepare returns for individual taxpayers, corporations, S corporations, partnerships, LLCs, LLPs, and not for profit organizations. I will assist you with sales and use tax compliance as well as Federal and State income tax matters.
Accounting and Quickbooks
I provide accounting, bookkeeping and accounting software services including Quickbooks Desktop and Quickbooks Online assistance.