David Wilkins is a CPA, information systems, and small business consultant.  Over his 3 plus decades, David has worked as a senior project and consulting manager at companies such as USAA, E&Y, PricewaterhouseCoopers, and IBM as well as having started several practices and owned a franchise.  He has advised and partnered with startups, entrepreneurs, and Fortune 100 C Suite executives to achieve measurable results by focusing on delivering real business value.  His experience includes business planning, accounting, the full lifecycle of information systems, professional services practice, and business development as well as business process improvement.  David describes himself as one who “knows the debits and credits as well as the bits and bytes.

David Wilkins resides in the Atlanta Metro Area and earned a BBA and MBA from the University of Michigan.

Wolverine Business Solutions partners with sole practitioners and small accounting firms so they can help their SMB clients drive financial performance, accelerate growth, and build lasting value using the Wolverine Business Solutions strategic Financial Performance Process.

Daniel Herzberg is a business growth strategist, investor and advisor in startups, and successful entrepreneur in the San Francisco Bay Area for the past 25 years. Creator of Capital Source Infusion, Daniel and his team have helped hundreds of companies access over $700 million dollars to date.

He is the author of the forthcoming book The Art of Intelligent Business (To be published in Spring 2021).

Daniel Herzberg is a San Francisco native and an alum of Harvard, UC Berkeley, and the University of Michigan.

Optimum Business Solutions helps CPAs better serve their clients to become more profitable, as businesses and as individuals.  CPAs leverage Optimum’s extensive team of experts and vetted solutions to reduce unnecessary taxes, expenses, risks, and liabilities to free up capital.  In this way, CPAs are able to substantially increase client billings by offering more proactive and holistic accounting services—and by working smarter, not harder.