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David Swan

Managing Director, CPA

Phone: 617-761-0734
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Overview

Dave is a Managing Director in the Accounting and Auditing* Group at CBIZ & MHM New England (formerly CBIZ Tofias). He is the Leader of the Architecture, Engineering and Consulting (A/E/C) Practice in New England. Dave joined CBIZ & MHM in 1982 and has extensive experience in servicing closely-held businesses in the professional services and wholesale/distribution industries. In addition to comprehensive accounting services,

Dave provides clients with tax services, business planning, financial analysis and benchmarking, ESOP consulting, forecasting, strategic planning, ownership transition, overhead rate audits and project management consulting.

Additionally, Dave oversees the production of the CBIZ & MHM Annual Architectural Survey.

*Audit and other attest services provided by MHM, an independent CPA firm.

Education

  • Bachelor of Science, Bentley University

Community Involvement

  • Cambridge Community Services, Board of Directors Member, Former Treasurer and Head of Finance Committee, Former Executive Committee Member
  • Boston Society of Architects, Affiliate Member

Professional Memberships

  • American Institute of Certified Public Accountants 
  • Massachusetts Society of Certified Public Accountants

Specialties

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
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