Dave Siebert

CFO Who Can Help Your Company at David Siebert CPA | Dallas, Texas, United States

About Dave Siebert

Dave Siebert serves as the Chief Financial Officer at David Siebert CPA, where he leverages his extensive experience in the financial sector to provide strategic consulting services tailored to small and mid-market businesses, particularly those with revenues ranging from $80 million to $400 million. With a robust background as a Big 4 CPA, Dave has honed his expertise in financial analysis, corporate finance, and operational CFO responsibilities across diverse industries, including retail, healthcare, logistics, and oil and gas.

In his current role, Dave is instrumental in driving key projects that enhance operational efficiency and financial performance for his clients. Notably, he has successfully developed and implemented a Texas Franchise Tax Cost Allocation model that has been validated by the Texas Comptroller's office, resulting in over $2 million in savings for businesses. His proficiency in navigating complex financial landscapes is further evidenced by his assistance with Paycheck Protection Program (PPP) loans and Employee Retention Credits (ERC), securing more than $5 million in benefits for clients.

Dave’s commitment to fostering growth and sustainability is reflected in his hands-on approach to financial department assessments, due diligence, and transaction support. He excels in system selection, implementation, and conversion, ensuring that businesses are equipped with the right tools to thrive in a competitive market. His goal is to empower organizations to achieve their financial objectives while mitigating risks through effective treasury management and operational strategies. With a keen eye for valuation and contract management, Dave Siebert is a trusted advocate for companies looking to optimize their financial health and operational success.

Dave Siebert Work