David J. Lauwe CPA

Experience

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  Stephen P. Radics & Co. CPAs

  Jan 1978 - Jan 1986

  Senior Manager
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  First Atlantic Savings Bank

  Jan 1986 - Jan 1991

  Vice President Financial Reporting/Risk Management
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  David J. Lauwe CPA

  Jan 1991 - now

  Management Consultant

  Certified Public Accountant and management consultant providing accounting, workflow analysis, financial reporting, business planning and income tax preparation for small and mid-size business entities in the finance, banking, retail, restaurant, and hospitality sectors, including non-profit organizations.Performed business planning and management services for community banks working closely with several leading accounting firms that specialize in providing services to financial institutions. Developed and authored comprehensive five-year business plans for Boards of Directors of community banks in the New York metropolitan area, including forecasted financial statements, risk management and capital reserve analysis. Upon approval, the plans were submitted to regulatory authorities and served as the banks' operating plan. Extensive knowledge and experience developing complex financial models using Microsoft Excel and using the Microsoft Office suite to implement client workflow solutions. Highly experienced using Intuit QuickBooks Online (QBO) and QuickBooks desktop accounting software products to provide client accounting solutions. Earned certification in the Intuit QuickBooks Certified ProAdvisor program. More than 30 years of experience preparing income tax returns and providing tax planning advice for personal and business clients. Expert knowledge of Intuit ProConnect Tax Online (PTO) and Intuit ProSeries desktop tax preparation software products. Show less

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  Meta4 Communications

  Jan 1996 - now

  Co-Founder and Executive Director

  Co-Founder and Executive Director of Meta4 Communications, a leading public relations and digital communications agency. Responsible for facilitating the strategic direction and overall management of the firm. Provide expertise in the areas of client relations, campaign management, public relations, finance, technology and strategic business planning. Extensive technology expertise and membership in the Microsoft Solutions Provider Partnership program have played an important role in the firm’s implementation of digital client projects, including the management of e-commerce website and mobile application development, database implementation and providing cloud data storage and hosting solutions. Show less