Expert Accounting Services for You
Reliable tax, accounting, and financial advice you can trust.
About Dave Matthews, CPA
Dave Matthews, CPA, formerly operating as Soundings Financial LLC formed in 2014, has been serving clients for over 10 years. With the establishment of the new entity as the successor company, we continue a decade-long tradition of delivering trusted accounting and financial services.
With over 25 years of experience as a CPA including working in public accounting at big 4 firms and private business, I specialize accounting and tax services for small to medium sized businesses and tax and family office services for their owners. I've worked in industry as CFO/COO and CCO ensuring regulatory compliance and optimizing operational efficiency.
My advanced expertise in tax, supported by a Master’s in Taxation, has helped individual and corporate clients achieve significant tax savings and financial health. I excel in managing complex financial structures, consistently delivering exceptional results. I'm passionate about leveraging my skills to drive financial success and bring value to my clients.
Services Offered
New Client Consultation
30 mins Free
Bookkeeping Services
$50-$100 per hour
Accurate bookkeeping services for small to medium businesses. Including services such as income statement, balance sheet, bank reconciliation, accounts receivable, accounts payable.
Individual Tax Compliance
$75-$250 per hour
Personal tax compliance.
Corporate Tax Compliance
$100-$275 per hour
Corporate and partnership tax compliance including schedules k-1 for partners
Virtual Family Office Services
Please Inquire
As a virtual family office for high net worth clients we provide services such as, bill paying, accounting, tax preparation and planning, real estate management and rent collection.
Private Fund Fund Administration, Net Asset Value and Books/Records
Priced on a monthly basis
Calculation of net asset value, compilation of monthly unaudited balance sheet and income statement, and preparation of investor statements. Audit representation and auditable financial statement compilation also available
IRS or State Tax Authority Representation
$125-$175 per hour
Responding to letters and inquiries from the tax authorities
Outsourced CFO
Please Inquire
Acting as your outsourced CFO we create budgets, set up and support Quickbooks, discuss and implement business structures, and assist with your business as needed.