Profile Information


David R. Smith






Plano, TX


[email protected]

About Me

A 30-year veteran of business financial management, David Smith brings hands-on expertise and real-world knowledge in accounting best practices to every client. It is his goal to help business owners gain clarity over their financial situation by improving the accuracy of their company financial reporting functions.

As controller and financial manager for multiple small- and mid-size businesses, David has guided a wide range of client companies to a focused understanding of their financial position and operational opportunities.

Utilizing his understanding of key reporting and other financial accounting functions, David not only prepares and compiles reports, but he also provides interpretation and analysis of complex financial transactions.

His expertise encompasses general bookkeeping, including general ledger, accounts payable/receivable, balance sheet and depreciation schedules, and cash flow review, as well as  

profit and loss analysis and balance sheet trending and investigation.

David’s scrutiny of insurance commission payments led to the realization of $.5M in additional income for an insurance brokerage client.

No stranger to the latest innovations in accounting technology, David is intimately familiar with the latest accounting software and has been a QuickBooks Pro Advisor specialist for over 15 years. Through customizable reports, David provides enhanced record-keeping procedures tailored to the needs of each client, allowing insight and visibility into key business areas.

David’s experience with Start-Up companies has helped hone his skills with forecasts and cashflow projections.  This is critical for new companies.  Having worked with several, he knows the pitfalls, frustrations, and struggles these new businesses will face.  This will make him a valuable asset to have on your team.

Offering a balance of analytical and coaching skills, David provides not only expertise in reporting analysis but proficiency in training and mentoring staff in processing financial transactions. In addition, he is skilled at managing relationships with insurance agents, bankers, and accountants.

David’s experience includes accounting management with clients in the logistics, wireless, landscape, real estate, communications, hospitality, and human resources industries.

A resident of Plano, David studied at the University of Arkansas with a concentration in accounting. He supports the Collin County Children’s Advocacy Center, Dallas SPCA, and Habitat for Humanity.

For a preliminary consultation, call David at 214-507-6605 today or email [email protected].