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Home / Professionals / David M. Klopfer, CPA

David Klopfer is a shareholder and a leader of the firm’s Financial Services Industry Group. He handles all aspects of the professional services he provides to his clients and strategically manages the significant responsibilities of those relationships. Annually, Dave signs dozens of audit and consulting reports and is uniquely experienced to provide high-quality deliverables. From accounting and tax services to regulatory compliance and risk assessment, Dave has amassed a significant and experienced background.

Dave is skilled at performing Surprise Custody Examinations for RIAs to ensure compliance. He oversees this service for the Firm. He is also well-versed in employee benefit plan audits. But most importantly, Dave loves the client interaction and consultative relationships. 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.

What Clients Say About Dave:

“Dave’s management style and candor are refreshing. We appreciate how he interacts with not only our management but also the board and audit committee.”

“Dave was helpful in not just identifying these potential problems but also recommending best practices to help avoid future issues. He does a very good job of maintaining independence while yet providing helpful ideas as the bank continues its growth. Dave is consultative not just our auditor.”

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 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

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 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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