Transforming businesses with technology and strategic insight
David has been with CPB Solutions since its inception. He combines technical expertise with financial strategy to help business owners design systems that support their goals, rather than consume their time and resources. In addition, he works with staff to elevate their skills, vets potential clients, and has recently developed an AI training course to help CPB clients incorporate AI tools into their operations. He loves solving challenges others say can’t be solved. Whether it’s customizing accounting software to fit a unique workflow or designing tech stacks that boost efficiency and profitability.
Highlights:
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Certifications & Education: QuickBooks Desktop Certified (2004), Advanced Desktop Certified (2009), POS and Enterprise Certified, QuickBooks Online Certified; finalizing his Main Street Tax Pro certification and planning to pursue the Enrolled Agent credential. He holds an AA in Liberal Arts from Fresno City College and a BS in Business Administration (Information Systems option) with additional accounting courses.
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Continuous Learning: Consumes over 60 business audiobooks per year and attends multiple conferences and webinars to stay current with accounting, technology, and AI developments.
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Special Expertise: Early in his career, he focused primarily on problem‑solving and system design; today, he is known as the “Freedom Architect” because he mentors clients to design a life of choice.
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Fun Fact: David relaxes by scuba diving and enjoys being near the water.
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Personal Motto: “Whether you think you can or you think you can’t, you’re right.” – Henry Ford
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Languages: English, Studying Spanish
