Dave is a Managing Director in the company's Phoenix office serving in the audit and accounting services division. He has over 20 years of experience working in public accounting and directs the Arizona not-for-profit, healthcare, and insurance audit practices.
Dave leads our Western Region not-for-profit practice and serves on the CBIZ & MHM National Not-for-profit Steering Committee. He specializes in providing audit and advisory services to a wide variety of not-for-profit organizations from small local organizations to large national not-for-profits. These not-for-profits include professional associations, voluntary health and welfare organizations, arts and cultural institutions, foundations, and religious organizations. Dave has significant expertise working with the Uniform Grant Guidance compliance requirements, tax-exempt bond offering, LIHTC projects, and interest rate swaps. Dave is also a member of the FASB Not-for-Profit Resource Group.
Dave also provides audit and advisory services to a wide variety of healthcare organizations, including physician practices, hospitals, healthcare systems, behavioral health providers, FQHCs, a variety of payers, accountable care organizations and several unique healthcare joint ventures.
His insurance experience includes working with life, health property and casualty and medical malpractice insurers, as well as a variety of captives.
Masters in Professional Accounting - University of Texas at Austin
Bachelor of Science in Accounting - Arizona State University.
American Institute of Certified Public Accountants (AICPA)
Arizona Society of Certified Public Accountants (ASCPA)
Healthcare Financial Management Association (HFMA)
Insurance Accounting and Systems Association