PEOPLE
Our experienced accounting professionals have one goal: to help you manage your finances intelligently and efficiently.
DAVID SALTZMAN, CPA
With more than 25 years as an accountant, CFO and company president, David Saltzman has extraordinarily broad financial, management and strategic experience. He knows first-hand the challenges and rewards that come with operating a successful business. He knows how to effectively structure mergers/acquisitions. And he understands the unique dynamics of family businesses.
David’s unique background makes him a valuable resource for organizations of all sizes, and a valued consultant to their management teams.
Unlike conventional accountants, David is able to go beyond the numbers to see the big picture from multiple viewpoints: owner, manager, employee and stakeholder. The result is intelligent, holistic solutions and creative problem-solving.
This broader approach to accounting and financial management includes smart strategic insight, strong operations expertise, sales management know-how, sharp negotiation skills and a thorough understanding of business metrics.
David also offers his clients access to a network of experts in a variety of fields, including commercial real estate, real estate tax, sales tax, corporate law, banking, profit-sharing/401K, health insurance, property/casualty insurance, investment management, retirement planning, marketing/communications, sales management, graphic design and printing.
David’s background includes more than 20 years with his family’s successful commercial printing company and, before that, several years with a mid-size public accounting firm.
David earned a B.S. in Accounting and Finance from The University of Arizona, and furthered his business and finance education at Northwestern University’s Kellogg School of Management. He is a licensed CPA and a member of the Illinois CPA Society and the American Institute of Certified Public Accountants.
STEPHANIE HOLZ
Stephanie offers clients the benefit of her strong accounting and financial management experience, which includes five years with Deloitte, a Big 4 accounting firm.
At Deloitte, she was a Senior Tax Accountant, specializing in high net worth individuals, foreign and domestic banking and family office. In addition, she provided individual and corporate tax services for a wide range of clients.
At DBS Accounting Solutions, Stephanie offers corporate and individual clients sophisticated tax planning, accurate tax preparation, comprehensive financial management services and advanced reporting.
In addition, as a QuickBooks Pro Advisor, she assists our clients with QuickBooks implementation, configuration and training, and offers ongoing bookkeeping support.
Stephanie earned a B.S. in Business Administration from Fordham University, majoring in Accounting and Finance.