Results oriented. Values driven.
Financial and strategic consulting for construction, trades, and service-based small businesses.
Accounting
Bookkeeping, account reconciliation, chart of accounts optimization, AP/AR, payroll, tax compliance & reporting, business license maintenance, financial statement preparation.
Finance
Financial reporting & analysis, job-costing, cashflow management, budgeting & cost controls, KPI tracking & development, financial literacy training.
Strategy
Sales & marketing, risk mitigation, contract negotiation, personnel management, growth planning, crisis response.
Coaching
Executive & managerial coaching, work-life balance optimization, business skill training, difficult conversations, personal & professional development.
About Dave
Dave Kozin has a successful 15+ year track record as Chief Financial Officer and co-owner of a specialty construction contractor. He specializes in strategic planning and decision-making, optimizing outcomes while minimizing risk. He's served on several non-profit boards and holds an MBA in sustainable business. Ideal clients are construction- and service-related companies ranging from 1 to 100 employees with a passion for quality work and the well-being of their employees and customers.
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