Home / Professionals / David M. Klopfer, CPA

David Klopfer is a leader of the firm’s Financial Services Industry Group and has managed hundreds of successful banking engagements throughout his career. He has a clear skill for strategically managing the day-to-day responsibilities of the clients he serves. He is known for his excellent project management and communication to stakeholders. He is recognized for developing and using best practices to structure an efficient and smooth audit. From plan compliance to regulatory advisement to risk assessment, Dave has amassed a significant and experienced background. But most importantly, Dave loves the client interaction and consultative relationship. He is passionate about making your organization the best it can be. Dave’s clients often remark how they appreciate his approachability, availability and vested interest in their organization.

Prior to joining Clark Schaefer Hackett’s team in 2011, Dave played a leading role in developing and building the financial services and employee benefit plan practices 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 provide high-quality deliverables.

WHAT CLIENTS SAY ABOUT DAVE:

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.”

Certifications & Licensure

CPA – State of Ohio

Professional Affiliations

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

Community Activities

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

Education

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

Industry & Service Specialization

Articles

From David M

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4 Min Read

Custody Rule Relief Related to Covid-19

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Covid-19: An Update for Financial Institutions

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COVID-19 Update for Financial Institutions

Featured Articles

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Supply chain software can help digitize the dilemma

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Oversight and controls are key to limiting fraud in nonprofits

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Standard business mileage rate will increase for the second half of 2022

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Proposed regulations for inherited IRAs bring unwelcome surprises

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Get your piece of the depreciation pie now with a cost segregation study

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Navigating the New Data Privacy Landscape

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