Practice Experience

As director of Sweeney Conrad’s Client Accounting & Advisory services, Dave assists start-up ventures, mature companies, and high-wealth individuals with their client accounting & advisory services needs. These organizations include law firms, advertising/creative agencies, wealth management firms, commercial real estate, medical/dental practices, and other service industries.

Dave also works extensively with family offices, providing Client Accounting & Advisory services, bill-pay, and other advisory services to these unique organizations. In addition, Dave has more than 25 years of experience providing a full range of audit and accounting advisory services to closely held businesses and their owners. Dave loves to visit clients, tour their operations, and get a sense for how different businesses “work.”

Professional & Business Affiliations

American Institute of Certified Public Accountants (past member of Governing Council)

Washington Society of Certified Public Accountants (past chair and board member)

Education

Bachelor of Arts in Accounting, University of Washington

Master of Business Administration, Seattle University

Community Activities

• Chair of Bellevue Downtown Association
• Past leadership positions with a variety of Bellevue-area and industry associations