David Morris Email and Phone Number
I am a seasoned Certified Public Accountant (CPA) with a rich accounting and financial analysis background across diverse industries, including wine production, retail, real estate, financial institutions, and consulting. Over the years, I've honed my skills in implementing efficient systems, driving strategic decision-making, and ensuring compliance.Currently serving as the Owner and CEO of Dave In Accounting LLC, I specialize in providing tailored accounting and financial consulting services to small businesses, drawing upon my corporate-level CFO expertise. My previous roles, including Controller at Catamount Liquid Assets and Owner/CFO of Lion in the Sun and PostScript Brooklyn, have equipped me with a comprehensive understanding of financial management within retail and hospitality sectors.Highlights of my career include:Financial Analysis and Reporting: I possess a proven ability to analyze financial data, generate projections, and create comprehensive financial statements. My expertise extends beyond traditional profit and loss reporting to encompass dynamic financial analysis tailored to business needs.Business Consulting: I offer consulting services encompassing accounting systems optimization, best practices implementation, and financial education. My experience includes conducting POS systems reviews, inventory analyses, and pricing structure development to enhance business efficiency.Strategic Planning: I specialize in developing multifunctional reports that aid in pre-planning and both short- and long-term financial decision-making. This includes crafting scenario projections to guide business growth strategies.Accounting Systems Implementation: Proficient in implementing and maintaining various accounting systems such as QuickBooks Desktop and Online, Xero, Square, and Lightspeed POS. I ensure seamless integration to streamline financial processes.Compliance Management: I excel in managing federal and state compliance issues, including intricate sales and excise tax reporting. Noteworthy achievements include successfully navigating PPP loan forgiveness and securing Employee Retention Credits for clients.With a Bachelor of Business Administration from the University of Michigan and ongoing CPA certification maintenance, I bring a blend of advanced software proficiency and diverse industry experience to every client engagement. I am committed to delivering tailored financial solutions that drive client success and foster long-term growth.
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ControllerPremium Wine Group Mar 2019 - PresentMattituck, New York, United StatesAppointed as the controller for a robust portfolio encompassing a wine production facility, two tasting rooms, four wine brands across four packaging formats, and a vineyard. Revolutionized Profit & Loss reporting by SKU and Class, optimizing net profit tracking across departments and ensuring flawless compliance with Federal and State Wine premium regulations and excise tax reporting, enhancing accuracy through streamlined sales data management. Successfully secured forgiveness for PPP loans and obtained Employee Retention Credits for all entities. Produced dynamic weekly status reports for informed financial decision-making.Developed custom spreadsheets for vintage Cost of Goods Sold, internally managing tasks typically outsourced to accounting.
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Accounting And Finance ConsultantDave In Accounting Llc Sep 2017 - PresentBrooklyn, Ny• Accounting and financial consulting service for small businesses• Analyzed client data to maximize business potential• Provided consultation and implementation of proper accounting systems and best practices• Provided financial education to business owners and accounting staff • Conducted POS systems review and analysis of inventory balances and purchasing• Created variable scenario projections to provide foundation for client’s business growth decisions• Developed project analysis to determine best pricing structure for client• Created investor projection model for film finance start up• Coordinated payroll reporting systems and resolution of payroll tax issues• Bookkeeping oversight and resolution to reconciliation issues -
Cfo / Co-OwnerDave In Accounting Llc Aug 2007 - Apr 2018Brooklyn, NyI co-owned and operated Lion in the Sun, a custom printing and gift retail store with over $5M in annual revenue• Developed, launched and oversaw Private Label collection of online custom invitation business to compliment the in-store sales including overseeing web developer’s creation of custom website and full time graphic design staff• Redesigned, rebuilt and maintained both business websites• Implemented, maintained LightSpeed POS system and analyzed data to optimize merchandise buying • Handled all aspects of accounting and financial analysis• Hired and managed retail sales, accounting and design staff• Developed business proposal ultimately used to sell the business
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Controller Of Residential Management AccountingBrown Harris Stevens Apr 2005 - Aug 2007Greater New York City Area• Supervise all financial aspects of 200 building management accounts.• Oversee accounting department staff of 40: accounts payable, accounts receivable and financial analysts.• Manage portfolio of company’s top building corporations and act as company’s financial representative at board meetings.• Prepare annual budgets, monthly financial reports, projections, maintain general ledgers, oversee daily investment activity and work with outside services such as certiorari attorneys, bank officers and auditors for 15 buildings. Oversee completion of above by accounting staff for the entire 200 building portfolio.• Hire and train new staff, facilitate monthly departmental meetings and conduct staff reviews.• Work with new business development team in acquiring new clients.• Integrated newly acquired managing agency accounting department with parent company, developed and refined internal control procedures. -
Accounting And Finance ConsultantJefferson Wells Usa Sep 2000 - Apr 2005NycConsultant, Finance and Accounting Division• NBA – Designed and wrote comprehensive Sales Revenue Policy and Procedures Manual for the NBA’s Development League. Responsible for all aspects of project from planning through delivery including researching, interviewing key personnel, determining best practices, and creating system flowcharts. Within two months delivered final product, an 80 page manual implemented in all Development League offices.• Fiduciary Trust Company International – Developed and implemented systems for document recovery project that included extensive use of Excel, Word and Access database building and management. Designed Statistical Report deliverable with intensive query and calculation elements.• Citibank Check Processing Facility - Cleared reconciling items with Federal Reserve Bank account. Specifically requested for research work in the Investigations Unit, recovered over $4 million in claims due from other financial institutions.• ITOCHU International – Acting Financial Reporting Manager. Prepared quarterly Consolidated Financial Statements analyzing P&L and B/S accounts for Japan headquarters and monthly reports with detailed investment analysis for the New York office. Worked on SAP trial balance account mappings for subsidiaries. • TMP Worldwide, Inc. – Prepared budget top consolidation and assisted in preparing documentation and analysis of TMP’s merger and integration costs. -
ControllerMadison Equities, Llc Sep 1990 - Sep 2000Greater New York City Area• Supervised accounting department for real estate company that developed, owned and managed residential and commercial properties.• Responsible for G/L, payroll, year-end audit workpaper preparation and audit oversight, and supervised A/P, billings and collections. • Prepared cash flows, budgets, projections, financial statements, and reports for government authorities including Real Estate Tax Certiorari statements and Chapter 11 filings.• Filed returns for Sales and Use Tax, Commercial Rent Tax, quarterly Payroll Taxes, and Gains Tax (including all final audit work).• Responsible for purchasing and implementing new software packages and determining necessary hardware upgrades for in-house computer network.• Converted payroll processing from an outside vendor to an in-house system.
David Morris Education Details
Frequently Asked Questions about David Morris
What company does David Morris work for?
David Morris works for Premium Wine Group
What is David Morris's role at the current company?
David Morris's current role is Fractional CFO | CPA | Finance Consultant | Business Advisor.
What schools did David Morris attend?
David Morris attended University Of Michigan - Stephen M. Ross School Of Business.
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David Morris
Oceanside, Ca6rbbusa.com, cox.net, metropacificbank.com, rbbusa.com, royalbusinessbankusa.com, royalbusinessbankusa.com1 +121362XXXXX
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2imshealth.com, iqvia.com -
David Morris
Osseo, Mn -
4uncw.edu, suminoe.us, bwfiberglass.com, uga.edu3 +170468XXXXX
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David Morris
St Petersburg, Fl3citrahealth.com, bellsouth.net, cedargate.com
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