In Dave’s previous roles he has worked directly with business owners and management and knows the intricacies and detail in the decision making process. He has a broad scope and understanding of how the financial side of a company integrates with the whole. Dave has successfully managed revenue recognition, company consolidations, and complicated debt structures.
Dave received his BA from Brigham Young University in Economics and his MBA from the University of Utah’s Eccles School of Business.
He lives with his wife and three boys in Heber City, UT.
David is a Utah CFO.
Address:
Phone:
Fax:
Email:
Locations Served:
801-502-5449
Dave@cfowise.com
Utah
Rising health care costs and vanishing profits have led many small businesses to cut back their health care benefits to high-deductible HSA plans that cover mostly catastrophic events and not much else. Although these plans can make sense to help bolster profits in the short-term and can be popular among younger employees it can become [...]
I recently read a book, Built to Sell by John Warrillow and spent a few moments reflecting on the challenges facing some of the clients I work with. In the book Mr. Warrillow proposes that to sell a business you basically need to build a structure that can exist and continue without your day-to-day involvement. [...]
Everyone needs to receive feedback. It always makes you feel better when that feedback is positive. I was very grateful to receive a letter from a client today. It’s great to get positive feedback about our cfo services. It is a pleasure to serve this and all of the rest of my clients! Share This:
During the past few years as we’ve experienced a downturn in our economy, I’ve noticed many of the business owners I work with have become so conservative it is beginning to hurt their industry. The current economic conditions have caused consumers to spend less, banks to no longer lend, card issuers to reduce credit lines [...]
When beginning a new company or project there are things we can control and other things out of our control. The way we manage our company is within our control. Market response, in most situations, cannot be controlled. Consumer satisfaction and sentiment simply is what it is. Once we recognize what can be controlled vs. [...]
Every few months I receive an email message or telephone conversation that goes something like this: “Dave, I was wondering if you’d look over this business model (business forecast, pro-forma) and tell me what you think”. I’ve wondered what they are looking for in a second opinion and have concluded the reason is really quite [...]