The Founder/CEO of CPACloudtaxpros.com, David Whiting has over 20 years of experience in the public/private sector in the fields of accounting and finance. Since 2005 we have provided quality customized service to Businesses with more than 10 employees, CPA Firms and Hedge Funds. Since 2005 we have worked as an accounting/financial consultant to business of all sizes and industries. For the past 10 years we have consulted businesses in various industries such as Real Estate firm Weiler&Arnow, Sbarro Restaurant and Medical Devices Company Henry Schein, CPA, Legal firms and non-profits. In the Public Sector we are experienced in the Sales and Use Tax audits of Fortune 500 companies; from High Tech companies like UNISYS, Food Manufacturers like McCormack, computer lessors, entertainment companies like BMG, Arista, and HBO, retailers like Saks Fifth Ave, Canon USA, Audiovox, and Gold Refiner Johnson Matthey.
Our US and Offshore teams are all Qualified 4 year accounting Graduates, Chartered Accountants, CPAs, CMAs, CFAs, Trained and experienced on all major accounting software with over 100 man years experience in various domains, GAAP and IFRS. We have managers with Big4 Firm Statutory Audit and Compliance management backgrounds working with Deloitte, Panasonic, LG, Daiichi, Subway, Direct Heating and Cooling, Manjo, Inc., Florida Electricity Corporation and others.
Our Teams are led by US & UK Account Managers. Account Managers are industry professionals with a wide array of functional expertise.
Sample Finance and Accounting CPA firm case study:
- Client is a mid size CPA Firm in USA with more than 200 Clients.
- The client was finding it very difficult to handle their operations as it required daily contact with their clients and also focusing on rendering services along with other important strategic aspect of their business i.e. retaining human resources.
- They were looking for BPO service provider with full scale service offering and capability to transit the process with aggressive timelines while ensuring stringent Service Level Agreements. (SLA)
Hedge Fund Services
We have over 10 years experience providing middle & back office services to Hedge Funds & Fund of Funds, Family Offices etc., many of whom are leading names in alternative investment domain across US, UK & European Markets. Back & Middle Office Fund Services are highly demanding due to fluctuating volumes & constant pressure to generate better returns, continuous investment in technology and compliance, expanding portfolios, and rising portfolio maintenance costs.
Current Fund Client Base:
- Hedge Funds
- Fund of Hedge Funds
- Fund Administrators
- Family Offices/CTAs
- Broker and Dealer
- Investment Management Companies
- Separately Managed Accounts
- Consultants and Service Providers
- High Net worth Investors
Proven track record
- Asset under Back Office and Outsourcing USD 20 billion
- Over 100 Funds under Fund Accounting and Administration Outsourcing
- Over 1,000 CTA accounts reporting
- Experience in all asset classes including exotic instruments
David is also the founder/CEO of Active Asset Funder, an Financial advisory company providing Businesses in all industries financing advisory,consulting services customized to help your business grow using the Jobs Act. We are a LivePlan Partner.
LivePlan allows you to build a full lender-ready business plan or use the powerful Pitch feature to quickly and easily build a one-page business plan. Step-by-step guidance, one-on-one training, and over 500 business plan examples will help you build the plan you need to grow and get funded.
Easy Budgeting and Forecasting
Create budgets and forecasts quickly with LivePlan’s step-by-step process. Then, use LivePlan’s Scoreboard to compare the budget with actual results on a beautiful financial management dashboard.