David Kirst, CPA.

Small Businesses Have 100's of
Hidden Savings Waiting To Be Discovered

Want to save money each year with professional tax assistance and financial planning?

Lay the foundation today, to save $10,000's or even $100,000's each and every year.


What I Can Do For You

I have worked with clients of all shapes and sizes – from sole proprietors to multi-million dollar businesses – and can develop an individualized service plan that meets each client’s unique needs and budget. I have decades of experience that I can put to work for you. 


Balance Books

I can help balance your company’s books, as well as offer counsel regarding your company’s and your own personal financial decisions and future.  


Track Budget & Performance

I can help you create and manage internal controls and a job-cost system, so you can track performance, compare them to your budget, and determine ongoing profitability.


Financial Forecasts

I can assist with financing, and forecast cash flow planning, succession planning, and owner’s personal finance planning.

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Small Business Expertise

When you dreamed of owning your own business, it didn't involve debits, credits, payroll and taxes, did it?

No doubt, accounting and tax work can take the fun out of owning a business. Plus, these time-consuming activities can distract owners from core business functions like product development, sales and customer service. But someone has to keep an eye on the numbers. Outsourcing is the smart and cost-effective way to get top quality accounting and tax work without adding employees to the payroll.

I can help entrepreneurial and small business owners manage the financial minutiae unique to their company. Since 2001, I have been helping entrepreneurs and established business owners in the creation and preservation of business value and personal wealth. My entrepreneurial and small business services include all matters of financial preparation, such as taxes and accounting, financial recruiting, QuickBooks installation, support and short and long term goal planning.

Save Money For What Matters

Instant Savings for Companies w/ $500,000+ Revenue

The financial practices and obstacles that small businesses face are unique, and you can’t afford to have your financial advisor learning the industry on your time.  Overlooking valuable tax breaks can cost you money, and poor accounting practices can impact your company’s financial stability. Armed with insightful financial information and competent advice, you can feel confident making well-informed decisions. 

I am an experienced professional who knows how to get the job done for small businesses. I have decades of experience, offering financial counsel to firms of all sizes and situations. My goal is not only to save you money, but to help you achieve business and personal financial goals, so you can do the things you love, and enjoy owning a thriving business.

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Pay Employees & Budget for Health Insurance 


Save On Day-To-Day Expesnes


Properly track expenses and track depreciations for big savings. 


Let's Get Down To Business

Tell me a little about the company, like for example the number of employees,
expected yearly revenue and other important details.


Name *
Financial & Tax Service Assesment
Financial & Tax Service Assesment
I believe $1,000's and/or $10,000's can be saved each year with better financial planning.
Day-to-day expenses are carefully tracked in the business.
Long-term expenses are carefully tracked in the business.

Who Is David Kirst

I am an active licensed California Certified Public Accountant (CPA) with an undergraduate degree in accounting and graduate degree in taxation. I am certified as an Intuit Quickbooks ProAdvisor.

My expertise is in closely held businesses and individual taxes. Most of my clients run an S corporation, partnership, or single member LLC in the areas of real estate, professional services and/or distribution and manufacturing.

As a sole practitioner, I will perform the client interview, the data input, the review, and the tax filing. This is advantageous over a larger firm because I am intimately familiar with all of the details of your tax returns. Utilizing my services as a sole practitioner allows for a seamless and streamlined beginning to end process, as well as offering time management benefits – your focus can remain on overseeing your business, while I focus on the annual financial and tax compliance obligations. I leverage email and phone conversations to obtain requested information while maintaining the quality of the tax returns.

 Startup Stock Photos
My goal is simple: to arm you with insightful financial information and competent advice, so that you can feel confident making well-informed decisions.
— David Kirst, CPA

How I Help You

My clients benefit from using my services as a professional financial preparer because it insulates them from the unnecessary details of tax code, while insuring that their business and personal finances are in tax compliance. I focus on the behind-the-scenes technical details of tax returns, and aim to consistently simplify the process for my client.

Simply put: I focus on the financial aspects of your company, leaving you more time to focus on the day-to-day aspects of running a business.


I promise to provide outstanding service to all my clients, big or small, with the utmost professionalism, dedication to quality and responsiveness needed. I am willing to assist with any problem encountered, no matter how trivial it may seem. Most importantly, I promise to provide a personal touch to guaranteeing that your financial services are done correctly and timely. 

 Focus on the "business" part of the business. Get accurate financial information about a business when you need it, how you need it. 

Focus on the "business" part of the business. Get accurate financial information about a business when you need it, how you need it. 


Schedule An Appointment Today