David Klopfer is a member of the firm’s Financial Services Industry Group. He handles all aspects of the client relationship and professional services he provides, and strategically manages the day-to-day responsibilities of his engagements. He is recognized for developing and using best practices to structure an efficient and smooth audit process. Dave is skilled at performing Custody Audits to ensure compliance and protect assets, and is the firm’s leading provider of this service. He is also well versed in employee benefit plan audits. From compliance and regulatory advisement to risk assessment, Dave has amassed a significant and experienced background.

Prior to joining CSH in 2011, Dave played a leading role in developing and building the Financial Services practice at another leading regional firm. His experience revamping that group’s processes to more accurately assess clients’ risks, and standardize their reporting procedures, has given him great insight. Dave is uniquely experienced to identify and perform high-quality, value-added audits. Dave’s clients often remark how they appreciate his approachability, availability and vested interest in their organization.


Dave’s management of our engagement made this year’s audit the least “painful” for the bank staff in my memory, which was especially important this year since we were both short-staffed and had some unique circumstances occur.”

“We are a small bank that is growing rapidly. Dave was helpful in not just identifying any issues but also recommending best practices to avoid future issues. He does a very good job of maintaining independence while yet providing helpful ideas as the bank continues its growth.”


CPA – State of Ohio


American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Ohio Banker’s League and Community Bankers Association of Ohio
Indiana Bankers’ Association


The First Tee of Greater Miami Valley, Board Member and Finance Committee Member
Heritage Golf Club, Committee Member
Miami University Accounting Department Advisor and Speaker
The President’s Club of Dayton, Past Board Member and Treasurer
Dor-Wood Optimist Club, Past Board Member and Finance Committee Member


Master of Accountancy, Miami University
BSBA, Accountancy and Finance, Miami University

Contact Information

Phone: (513) 241-3111
Fax: (513) 241-1212
Email: [email protected]

Contact David M
Brittany Lawrence, CPA