David Klopfer
CSH Partner obsessed with serving financial services organizations. If you are seeking a strategic advisor with someone who cares deeply about your organization, then we should connect.
- Role
- Shareholder at Clark Schaefer Hackett
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About David Klopfer
I am a motivated CPA committed to exceeding my clients expectations and making our firm…
Experience
Shareholder
Sep 2011 — Present
I have experience with virtually all facets of public accounting, including assurance, tax, advisory, and risk management services. I focus most of my professional time working in the financial services industry serving community banks, registered investment advisors, investment companies and private equity groups. However, at CSH, we have all the expertise to advise the high net worth individual or family, the closely held family business or the billion dollar manufacturer, distributor or construction contractor. Our favorite slogan at CSH is We Are More, meaning so much more than the traditional public accounting firm. Prior to joining Clark Schaefer Hackett’s team, I played a leading role in developing and building the Financial Institutions Practice at another leading regional firm.Clark Schaefer Hackett is a \"Top 60\" accounting firm in the country, and is one of the Midwest\'s largest professional services firms, operating offices throughout the state of Ohio, Kentucky and Michigan.
Skills
- Income Tax
- Accounting
- Community Banking
- Internal Audit
- Business Development
- High Net Worth Individuals
- Gaap
- Risk Management
- 401k
- Investments
- Financial Analysis
- Financial Services
- Credit Unions
- Cpa
- Employee Benefits
- Compliance
- Loans
- Bank Compliance
- Financial Institutions
- 401k Plans
- Internal Controls
- Auditing
- Loan Review
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