What founders say when Dave isn't in the room.
Seven clients, by name and company. We're proud to work with past and current Inc. magazine award winners.

"I want to just share what a gift to us it has been working with these guys. We started working with them at a critical point in our growth and I literally don't know what we'd do without their work, insight and advice. Our virtual meetings with Dave are some of the most impactful we have. It doesn't feel like he's our CPA, it feels like he's a part of our leadership team, and that makes a world of difference."
Amanda Hite, CEO, BTC Revolutions, LLC"I now look back and know that every day I was running my business without SoftwareCPAs, I was leaving money on the table. They paid for themselves in tax savings within weeks, and have become an important part of my business and its growth since then in day-to-day accounting and financial analysis. I cannot recommend them highly enough. Don't wait like I did."
Michael Ermann, Founder, Amber Book"Dave and Jason's crew really have become an extension of my firm and I never would have accomplished as much as I have, had he not been there to see me straight. Personally, Dave has a great demeanor and I feel that he has become a friend to the firm. As a small business owner, he really understands the challenges of running a company and I would recommend him heartily."
Stewart Belsham, Owner, Symbiosis Consulting, LLC"Dave is awesome. His firm consistently delivered high quality results for HostMySite.com. Dave takes the time to understand his clients and their business. He is more of a partner than an accountant."
Stacy Griggs, President and CEO, El Toro"SoftwareCPAs are more than just expert accountants. Not only do they make sure we can sleep at night knowing that our personal and corporate taxes are taken care of, they are great people. They have been tremendous help to our company, and have been a key part in our growth."
Kine Paulson, CEO, Kinfizz"Dave is a conscientious, honest, hard-working, and detail-oriented business person. He is proactive with his clients, bringing ideas and suggestions to their attention. As a CPA, he works closely with entrepreneurs and small business owners to assist them with the bookkeeping and tax issues of their companies while they focus their attention on growing their business. I recommended Dave to be a board member of the New Castle County Chamber of Commerce for this reason."
Kelly Gates, Managing Director, Gates and Company"David's tax counsel has been tremendously helpful and helped us take our business to the next level."
Doug Gordon, Co-CEO, Upshift Strategies, LLCTwo stories in detail.
You won an SBIR. Now what about all the paperwork?
Setting up government-compliant books for a team of PhDs who had no interest in deciphering the rules.
Read the caseEducation SaaS · InvestorsYou have investors. Now what about the cap table?
An investor asked when her loan would convert to stock, and the founders didn't have a good answer.
Read the case