David K. Kelchlin CPA, MBA, CFP
Graduated from Canisius College with a B.S. in Accounting and an MBA. David is responsible for managing the Firm. He is a Certified Public Accountant, an Advanced Certified Quickbooks Professional Advisor and he is a Certified Financial Planner. He is Series 6 and Series 63 Licensed and has a NYS Life, Accident and Health Insurance License.
Dave specializes in New Business Setups and has experience with all QuickBooks Accounting Software. He also specializes in Tax and Financial Planning. Dave is a part time professor at Niagara County Community College where he teaches courses on QuickBooks and Tax and Accounting to new businesses in the Micro Enterprise Program of the Small Business Development Corp.
Dave works with a team of professionals who help Individuals and Business owners achieve their financial objectives. Their innovative services help you and your business to become successful. We provide you with Personal and Business Tax Planning and Preparation, Assurance Services, QuickBooks Accounting Services and Payroll. Our goal is to help you in the following areas:
· Reduce personal and business tax liabilities
· Generate cash
· Increase profitability
· Gain a competitive edge
· Generate more and better customers
· Increase sales
· Increase productivity
· Maximize cash flow
· Eliminate cash collection problems