Build a robust financial foundation for your business, all while avoiding the cost of adding in-house expensive accounting staff.

At David Weiss, CPA, we’ll dive deep into every facet of your business, offering expert financial guidance and unwavering support. Our handpicked client base receives proactive, personalized solutions that go far beyond traditional accounting services, all while enjoying the approachable touch of a financial advisor just a phone call away.

We don’t just wait for questions to arise; we’re always looking ahead, anticipating challenges, and uncovering prospects to drive your success. Let’s partner to help you navigate every decision with confidence and clarity.

eye

What We Do

Gain a financial ally for all your
accounting and compliance needs.

Tax & Compliance
arrow
Accounting & Advisory Services
arrow

For those seeking an elevated level of financial SUPPORT:

Ask About Our VIP CFO Support Package

Why We’re Different

Not a Provider—But a Partner

We’re not your typical accounting firm—and here’s why: Our strategic, dedicated approach, combined with a warm, one-on-one touch, means we’re there for clients who value our involvement at every stage of their journey. Our 360-degree financial service provides year-round solutions tailored to your business needs, ensuring prompt, personalized support with an all-inclusive pricing structure and a transparent monthly fee.

We prefer to maintain our excellence, even if it means lower volume. We take quality over quantity seriously, intentionally keeping our customer base small to prioritize meaningful, lasting relationships. By meeting regularly to discuss your goals and identify areas for improvement, you receive completely personalized, consistently responsive support.

We’re not just looking over your books—we’re looking out for your future. With David Weiss, CPA, gain more than an accountant—benefit from a trusted financial ally committed to your success.

360°
Financial
Care

eye

get in touch