About
Who is CFO David?
Hello, I’m David Thomas. I’m passionate about helping business owners thrive in their work. My background in mathematics and enjoyment of business and entrepreneurship led me to the field of finance. My hobbies include hiking, brewing coffee, and spending time with my wife and our dog.
Background
I hold a Bachelor’s of Science in Mathematics from Illinois State University. I have personally, and with partners, founded and managed several businesses in the fields of real estate, construction, landscaping, and therapy. My experience across these different industries, as well as my other employment has given me a broad knowledge of business and finances.
Values
Integrity - I seek integrity in the work I engage in and the people I engage with.
Growth - I enjoy the challenges that face many businesses and business owners. If faced correctly, these challenges push us to grow in positive ways.
Relational - People are the most important part of business. I love getting to know the people I work with and the businesses they’ve created.
Why Do I Do This Work?
I’ve found that many business owners face a lot of challenges when it comes to business finances. Finances can be confusing, intimidating, or simply time-consuming. I enjoy helping business owners achieve peace of mind and lower stress around their business finances, while freeing them to focus on their highest goals and priorities.
I’ve also found that many business owners have partnered with financial professionals who are unable to give the attention they need, for a variety of reasons. Business owners deserve to work with financial partners who are proactive and are working in the best interests of their clients. I am committed to a fiduciary standard of putting my clients’ interests above my own.
Who Do I Work With?
I seek to align myself with individuals and businesses who have shared priorities and values. My ideal client is open to a collaborative partnership and frequent communication.