Chief Innovation Officer at Bergstein CPA, Author, Blogger, Speaker, Educator, Advisor to CPA Firms, Pickleball Player.

David is a Digital Evangelist and Catalyst for Change. He is here to help accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real time information. A graduate of CUNY Baruch College, and LIU C.W. Post, he has held high-level positions at the Top 3 accounting software providers. He is also an adjunct college professor. Additionally, he has been an IRS Chief and member of their speaker’s bureau.

About Us: Helping accounting firms build their client accounting services tech stack so they can focus on advisory services.