J. David O'BrienJ David O'Brien CPA, LLC
My BusinessAt J David O'Brien CPA, LLC, our primary focus is adding value through customer service and protecting the public interest.
Ideal ReferralMy ideal referral would be a small business owner who is looking for assistance with their accounting needs, while receiving superior and quality professional service.
Top ProductAccounting/bookkeeping support as well as tax planning and preparation to individuals and small businesses.
Top Problem SolvedOne client had informed me that they wanted to offer their products through their website and needed help in getting the accounting aspect of it setup. I was able to not only help them get this set up but also have it integrated with their current accounting system to track their sales and costs accurately.
My Favorite BNI StoryA referral partner in my BNI Group was out for a morning jog when his neighbor asked if he knew a good CPA for tax preparation - and well, the rest is history...
My Ideal Referral PartnerMy ideal referral partners would be financial planners/advisers, business bankers, tax attorneys, and business consultants.