David Stephens is a seasoned Texas CPA with over 14 years of extensive experience in financial reporting and auditing, currently serving as the Director of Accounting at Fresh Notion Financial Services. In this pivotal role, David leverages his deep expertise in U.S. GAAP and SEC...
David Stephens is a seasoned Texas CPA with over 14 years of extensive experience in financial reporting and auditing, currently serving as the Director of Accounting at Fresh Notion Financial Services. In this pivotal role, David leverages his deep expertise in U.S. GAAP and SEC reporting requirements to deliver exceptional accounting and financial reporting services to a diverse portfolio of clients. His proficiency in drafting critical SEC filings, including Forms 10-K, 10-Q, and various 8-Ks, positions him as a trusted advisor in navigating complex regulatory landscapes.
At Fresh Notion, David is instrumental in managing key projects that involve intricate accounting and disclosure requirements for business combinations, stock-based compensation, and lease accounting. His ability to research and address technical accounting issues ensures that clients remain compliant while optimizing their financial strategies. As the primary liaison between clients and auditors, he facilitates a seamless audit process, fostering strong relationships and ensuring that all parties are aligned in their objectives.
David is also passionate about process improvement, continually seeking innovative ways to enhance client operations. His expertise in the Sarbanes-Oxley Act, revenue recognition, and cash flow statements empowers clients—especially smaller reporting companies—to effectively navigate the complexities of financial reporting. With a solid foundation in tools like Hyperion Enterprise and SAP BPC, David is adept at implementing systems that streamline financial processes, ultimately driving efficiency and accuracy in financial reporting. His commitment to excellence and strategic insight makes him a valuable asset to Fresh Notion Financial Services and its clientele.
