1. DAVID J. NICHOLS, CPA
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(516) 459-5561
dnicholscpa@gmail.com
http://www.cfosas.com/index.php
SUMMARY
 Over 25 years experience in all areas of accounting and taxation
 Handle all accounting and tax matters, including Financial Statements, Fixed Assets, Financing,
General Ledgers, Payroll, Business tax, Franchise and Multi-State Income taxes
 Cash Flow Management and Strategic Planning
 Management Advisory services
 Representation of clients before Federal and State agencies
 Well organized, logical thinking decision-maker with an analytical, detailed approach to research
and problem solving
 A strategic visionary with excellent hands-on technical skills, good judgment, creative thinker and
has the ability to navigate through complex financial situations
 With substantial exposure to diverse industries including but not limited to retail, wholesale,
manufacturing, franchises, restaurants, apparel, legal, medical, entertainment, real estate
developers, hedge fund investors and entrepreneurs
 A member of Professional Organizations like The American Institute of Certified Public
Accountants(AICPA) and the New York State Society of Certified Public Accountants(NYSSCPA)
HIGHLIGHTS
 Operated as a Chief Financial Officer (CFO) of a two hundred million dollar ($200M) franchise
group with over thirty (30) locations in the New York metropolitan area and beyond.
 Negotiated Tax settlements in excess of one million ($1M) for clients
 Worked closely with commercial banks to obtain financing in excess of five million dollars ($5M)
for clients
PROFESSIONAL EXPERIENCE
Owner and managing member May 2007 – present
CFO Strategic Advisory Services, CPA, PLLC http://www.cfosas.com/index.php
 Prepares quarterly and annual combined Financial Statements including all disclosures and
backup schedules for over 30 franchise entities.
 Advises Corporate clients in Company activities surrounding acquisitions and/or dispositions
involving but not limited to franchises, leases and loans.
 Handles Capital Equity accounts of clients
 Communicates with Tax Authorities to resolve issues. Also coordinates with appropriate Legal
counsel regarding financial and corporate governance compliance and risk assessment matters.
 Prepares and reviews an average of 150 annual Federal, State and Local Income Tax Returns for
both high net worth individuals and businesses.
 Prepares over 30 monthly Sales and Use Tax Returns
 Closes Accounting books and prepares monthly and quarterly Adjusting Journal Entries, Financial
Statements, reconciliations, reports and accompanying schedules, worksheets
and narratives.

2. David J. Nichols, CPA Page 2
 Analyzes business performance, costs and revenues to project future trends. Interprets operating
results as they affect the economic well-being of the organization.
 Implements financial plans and recommends ways to boost profits, improve operations and
reduce costs. Develops appropriate strategies for clients, strengthens internal control systems and
upgrades Accounting policies and procedures.
 Automates Accounting Systems for clients to make their Businesses dynamic, highly responsive,
efficient and profitable.
 Creates short and long-range budgets and forecasts of Operations and manages Cash flow
investment risk and yields. Also reviews budgets against actual to ensure accuracy.
 Educates Management on strategies for minimizing tax liability
 Provides prudent financial input and leadership on decision-making especially on critical issues
affecting the welfare of the Company.
 Collaborates with clients' lenders and legal counsel
 Trains clients’ family office and internal Accounting staff on Journal Entries and Account
Reconciliations
Director, Farkouh, Furman & Faccio http://fffcpas.com/ Nov 2006 – May 2007
 Reviewed Tax Returns prepared by Accounting staff
 Managed Accounting professionals
 Performed Tax Research and reported findings directly to the Chief Financial Officer (CFO) of
Fortune 500 company.
 Handled incoming high net worth clients as well as existing clients with large real estate
portfolios.
Partner, Turman & Eimer, LLP http://www.taxmavens.com/ Aug 1990 – Nov 2006
 Served as a primary contact for principals of corporations on a daily basis, consulting them on
virtually every area of their business.
 Produced tax returns for individuals, corporations, partnerships, fiduciary and nonprofit
organizations. Prepared, reviewed and managed the completion of over a hundred (100+) entity
returns and over two hundred (200+) personal returns annually.
 Performed tax planning and projections for individuals and businesses
 Handled numerous Federal and State income, franchise and sales tax audits
 Implemented computerized systems for clients
 Thoroughly reviewed the work of clients’ accounting and bookkeeping staff
 Assessed the effectiveness and efficiency of clients’ systems of internal control and operating
procedures.
 Planned and performed audits and reviews
 Compiled and verified accuracy and completeness of financial statements. Also performed
detailed analytical evaluation of financial statements procedures.
 Worked on all aspects of Accounting for business clients on a monthly basis including books or
original entry, general ledger, adjusting journal entries and monthly financial statements.
 Prepared monthly payroll and sales tax
 Researched various federal and state issues related to corporations, partnerships and individuals.
 Corresponded with federal, state and local tax authorities
 Demonstrated expertise in Accounting software packages like Pro-fx, Lacerte, Quickbooks, Excel,
BNA and ATB.
 Worked on various industries such as wholesale, retail, brokerage, real estate, medical,
manufacturing and non-profit organizations.

3. David J. Nichols, CPA Page 3
Staff Accountant, Hoff & Metkiff, LLP Jun 1988 – Aug 1990
 Assisted in audits
 Compiled and reviewed Financial statements
 Prepared individual, corporate, partnership and fiduciary tax returns
 Developed customized spreadsheets for clients
EDUCATION
 Bachelor's Degree in Business Accounting (Public Accounting), 1988
Hofstra University, http://www.hofstra.edu/
 Certified Public Accountant, 1993 – NY & CA
AFFILIATIONS
 American Institute of Certified Public Accountants(AICPA)
 New York State Society of Certified Public Accountants(NYSSCPA)
COMPUTER SKILLS
Excellent knowledge of various Accounting and Auditing software
 CCH Axcess, Engagement, and ProSystem fx Tax Suite
 Lacerte Intuit ProSeries
 Checkpoint PPC Tax & Accounting
 BNA Tax Planner
 Windows
 Microsoft Excel
 Microsoft Word
 QuickBooks Pro
 Turbo Tax
 Peachtree
 Internet browsers - Internet Explorer, Google Chrome, Firefox, Safari