About us

Dave Korcz is a seasoned professional with over 35 years of experience in accounting and finance, including eight years at National and Regional CPA firms and nineteen years at the Controller/CFO level in closely held businesses in the $30MM to $320MM+ range.

Experienced in the distribution sector (beverage, tools, and durable medical equipment) and manufacturing sector (durable medical equipment, bedspreads, and draperies for hospitality). Involved in successful company turnarounds, mergers and acquisitions, as well as liquidations. Managed from 3 to 15 direct reports. Raised capital from Private Equity investors and reported to them on a regular basis. Reporting to ownership/president/CEO/Board of Directors/Advisors. Responsible for all tax compliance, as well as many HR and employee benefits administration functions. CPA Firm experience included significant exposure to small and medium not-for-profits, HMOs, car dealers, and beer distributors.

The firm specializes in tax and outsourced CFO services for small businesses, as well as individual tax returns.

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