About Us
Experience Matters
With thirty years of combined experience in both public accounting and private industry, David Woodman is a seasoned CPA specializing in financial strategy, tax planning and business advisory services. Throughout his career, he has worked with a diverse range of clients, from small businesses to large corporations, as well as individuals, partnerships and trusts, providing expert guidance on financial reporting, tax compliance and operational efficiency. His extensive background in both public and private sectors equips him with a unique perspective on navigating complex financial landscapes. He earned his CPA designation in 1995 and was employed by two national accounting firms before transitioning to his role as a Chief Financial Officer in private industry. Woodman CPA PLLC is dedicated to assisting small and medium-sized business owners achieve financial stability and long-term growth.
How can we help?
Services
All Your Financial Needs
Tax Advisory/Planning/Preparation
We assist individuals and businesses in navigating complex tax regulations while maximizing tax savings and ensuring compliance. Our tax preparation services streamline the filing process, reducing stress and helping clients meet deadlines with accuracy and confidence.
CFO Advisory
We provide strategic financial guidance to assist businesses make informed decisions, optimize cash flow and drive sustainable growth. Whether it’s financial planning, forecasting, budgeting or performance analysis, our expert advisory team offers tailored solutions to enhance profitability and ensure long-term success. From improving operational efficiency to navigating complex financial challenges, we act as your trusted partner in achieving financial stability and business excellence.
Bookkeeping
We provide accurate financial tracking to keep clients’ business running smoothly. We can handle day-to-day transactions, reconcile accounts and maintain organized financial records, ensuring clarity and compliance. Our bookkeeping solutions give clients the insights needed to make informed business decisions. Let us take care of the numbers so you can focus on growing your business with confidence.
Financial Analysis and Planning
We help businesses gain clarity on their financial health and make informed decisions for sustainable growth. We analyze key financial metrics, identify trends and provide strategic planning to optimize cash flow, profitability and long-term stability. Our expert insights ensure that clients stay ahead of challenges and confidently navigate their financial future. Let us help you turn data into actionable strategies that drive success.
Budgeting and Forecasting
We provide businesses with a clear financial roadmap for growth and stability. We help you develop realistic budgets, project future revenues and expenses, and prepare for financial uncertainties. By analyzing historical data and market trends, we deliver actionable insights that improve decision-making and keep your business financially resilient. Whether you’re planning for expansion or optimizing cash flow, our expert guidance ensures you stay on track to meet your goals.
Contact Us
We’re Here to Help