Meet David Lewis

David has worked in the accounting profession for over 25 years developing a very diversified skill set. His first 11 years he worked for a private company in their accounting department. He began his career in public accounting in 2006 working for a large regional public accounting firm specializing in audit, tax, financial statement presentation and general consulting.

David’s focus is on business services for small and medium size companies in a variety of industries as well as individual tax clients. His core skill sets include income tax planning, QuickBooks consulting and support, preparation of reviewed/compiled financial statements, income tax compliance and producing specialized reporting to assist his clients to be more proactive in guiding their business success.

If you are interested in a no cost, no obligation meeting to further explore what our firm has to offer, please do not hesitate to contact our firm.

Areas of Specialty

• Small and medium size business tax services, consulting and compliance
• GAAP financial statements and other specialized client reporting
• QuickBooks consulting
• Individual tax planning and preparation     
• Business valuation reports

Education

• University of Wisconsin-Eau Claire
  BBA, Accounting and Finance

Professional & Community Involvement

• QuickBooks certified since 2011
• Member - Greenville Lions Club
• Member - Appleton Northside Business Association
• Member - American Institute of Certified Public Accountants
• Member - Wisconsin Institute of Certified Public Accountants