Highland Advisory Services

Small Business Advisors

Profitability Analysis
Business Strategy
Bookkeeping
Forecasting
Reporting
Bill Pay
Payroll
Taxes
CFO

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Client Reviews

Sean
Sun Source Energy

02-17-2025

David was an absolutely invaluable asset to Sun Source Energy during his tenure as our CFO. His financial expertise, strategic foresight, and leadership played a critical role in our company’s growth and success. He not only managed our finances with precision but also implemented strategies that optimized cash flow, improved profitability, and positioned us for long-term sustainability. Beyond the numbers, he was a trusted advisor, an exceptional problem-solver, and a true leader who always had the company’s best interests at heart. His ability to navigate complex financial challenges with confidence and clarity was unmatched. Any business looking for top-tier financial consulting would be incredibly fortunate to have him on board. Highly recommend his consulting services to anyone in need of a world-class CFO!

Kasey
Body Balance Medical

02-14-2025

David is exceptional! He is knowledgeable, thorough, and always goes above and beyond to ensure everything is done accurately and efficiently. His expertise and attention to detail make the entire process smooth and stress-free. We truly appreciate his dedication and professionalism, and we highly recommend him to anyone in need of a reliable and trustworthy accountant and business advisor. If you're looking for someone who does an amazing job, David is the one to call!

Marlene
Trinity Family Practice

02-16-2025

David and his team are absolutely outstanding! They demonstrate an impressive level of professionalism and organization in everything they do. I genuinely appreciate the opportunity to work with such a dedicated group of individuals.

Josh
Sun Source Energy

02-17-2025

David Smith served as the CFO of Sun Source Energy, and I highly recommend him for any future opportunities. Throughout his time with our company, David demonstrated exceptional financial expertise, strong leadership, and a commitment to excellence. He was diligent, reliable, and consistently delivered high-quality results. His integrity and ability to handle complex financial operations with precision made him a valuable asset to our team. I am confident that David will excel in any role he takes on, and I would gladly work with him again in the future.

Sasha
Trinity House Calls

02-17-2025

I am so grateful for Highland Advisory Services. I am now confident in the security and financial stability of my company.