David Ellis, CPA, PMP, CSSGB

David Ellis, CPA, PMP, CSSGB I provide CFO/Advisory services that help IT Consulting Firm owners maximize profits and cash flow.

For more information on how, download my [Free] eBook: 7 Financial Strategies for IT Consulting Firms to Maximize Profits & Cash Flow 👇👇👇

01/10/2026

NEW SERVICE ANNOUNCEMENT: I’ve launched a new Tax Strategy Assessment service designed to help business owners reduce what they owe and stop overpaying the IRS. If you’ve wondered what strategic planning would save you, this is your invitation. Comment ‘Tax’ or DM me to learn more.

LLC or S-Corp? The choice could save you $10K or more a year.If you’re an IT Consulting business making over $100K in pr...
05/19/2025

LLC or S-Corp? The choice could save you $10K or more a year.

If you’re an IT Consulting business making over $100K in profit, but still taxed as an LLC…

You might be handing the IRS way too much money.

✅ LLC: Simple setup, but all your profit is hit with self-employment taxes.

✅ S-Corp: You pay yourself a reasonable salary—and the rest as a distribution (which skips payroll taxes).

Sounds great, right?

Here’s what you need to know:
– You have to run payroll (even if it’s just for you)
– Your books need to be clean and compliant
– And the IRS is watching for abuse—so you need to do it right

Bottom line?
If your profits are growing and your taxes are creeping up, an S-Corp could be your secret weapon.

I help IT business owners figure this out without the guesswork.

👉 Message me if you want me to run the numbers for your firm.

If you only use your accounting data to file taxes, you're missing the real magic!Because the firms that are scaling fas...
05/13/2025

If you only use your accounting data to file taxes, you're missing the real magic!

Because the firms that are scaling fastest? They’re treating finance like a strategic tool—not an afterthought.

Here’s what that looks like:

✅ Make data-driven decisions
✅ Use a cash forecasting tool
✅ Know exactly which services drive profit (and which don’t)
✅ Invest in marketing with clarity, not hope

Imagine how different your business would feel if you made decisions with financial certainty, not guesswork.

That’s what I help IT consulting firm owners build.

Not just clean books—but a financial system that becomes their secret weapon for growth.

👉 Ready to stop flying blind? Message me.

If your books are a mess, your business is leaking money.I know that sounds harsh, but I’ve seen it time and time again ...
05/10/2025

If your books are a mess, your business is leaking money.

I know that sounds harsh, but I’ve seen it time and time again with IT consulting firms doing 7 figures in revenue.

📌 You’re profitable on paper, but your cash is tight.
📌 You delay big decisions because you can’t trust your numbers.
📌 You miss tax write-offs and overpay the IRS.
📌 You can’t tell which clients or services are actually driving profit.

And the real kicker?

You know your books are messy, but the cleanup keeps getting pushed down the priority list.

Here’s the truth: messy books aren’t just annoying—they’re expensive.

They cost you clarity. They cost you opportunity. They cost you peace of mind.

✅ Clean books let you price better
✅ Plan your cash flow with confidence
✅ And make smart growth moves

You don’t need perfect books—you just need a system that helps you make better decisions, faster.

If that sounds like something your business needs, message me.

I help IT consulting firm owners clean up their numbers and turn financial chaos into clarity.

02/26/2025

Welcome.

My name is David Ellis, and I’m a CPA who works with IT consulting firms to maximize their cash flow and profits.

I’m thrilled to announce the launch of this new page, which was specifically created to provide content support to IT consulting firm owners to meet their financial goals.

The IT marketplace today is highly competitive, and running an IT consulting firm requires more than just technical skills - it needs solid financial management.

In the coming weeks/months, you’ll see content that will provide IT consulting firm owners with information you can use to take the stress out of managing your finances so you can focus on what you do best - delivering great solutions to your clients.

Using our 3 Pillars approach, we’ll focus on the strategies that will allow you to:

✅ Increase your company's profitability
✅ Accelerate your cash flow, and
✅ Reduce your tax liabilities

Like and follow our page for expert tips, tax advice, and exclusive offers that will help your IT consulting business thrive!

Let’s work together to make your business a success! Feel free to reach out with any questions or to schedule a consultation.

Address

McKinney, TX
75071

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+12148656157

Website

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