"My philosophy is to take my practical experience and apply it to my clients’ businesses, so that they can realize the impact that Clients and Profits can have on improving the efficiency and profitability of their companies. My goal is to achieve this by making the training and implementation process an educational and enjoyable experience."

David Dalton has been using Clients & Profits since 2000. He has more than 20 years of professional working experience as a controller, VP of finance, and chief financial officer in the wholesale distribution, commercial and residential security, and advertising industries. Most recently, David spent more than six years in the custom publishing industry. David has a BS in Accounting from Bentley College and an MBA in Finance and Entrepreneurial Studies from Olin Graduate School of Business at Babson College. 

David’s experience in financial management includes general ledger accounting, monthly financial statement preparation, forecasting and variance analysis, and investment and cash flow management (including analysis of client billing, collections, and vendor payment to improve efficiencies and increase cash flow and investment income). In addition, David has evaluated and enhanced employee compensation and benefit programs, and has maximized staff productivity and reduced operating overhead in the areas of human resources and operations. David always challenges himself and others to find a better, more effective way to do their work — he is never satisfied with the status quo.

David has also provided strategic advice and performed due diligence work for both sides of various mergers and acquisitions, seeing them through to the deal’s closing. He has served as a part-time and interim controller and CFO, and has assisted in business start-ups, expansions, and contractions over the past 22 years. He has managed banking relationships (i.e., loan and line of credit negotiations) and external accounting relationships (i.e., year-end audit/review, financial statements, and tax return filings). No job or task is too big or small; David loves the opportunity to roll up his sleeves and dive into a new challenge or problem that faces a client to achieve a successful outcome.

David’s years of experience using Client & Profits allow him to bring a high level of expertise with him to maximize and improve a company’s efficiency and overall performance.

He can provide services to his clients in the following areas:
Needs assessment and implementation planning
Installation and set-up
Staff training
Job tickets, estimates, and job costing
Purchase orders and job commitments
Accounting 
Financial and management reporting
Time cards/timesheets and time management
Relationship management (banking, investing, benefits)
Strategic planning, oversight, ongoing reviews and consulting

Client List
The Pohly Company
Lowe Grob Health and Science
BBL Advertising
Mc|K Healthcare Advertising

Get in touch
David Dalton
16 Church Street, Unit 3L
Belmont MA, 02478
Phone: (617) 484-3538
Email: dalton-d@comcast.net 

Note: These consultants are independent and are not compensated in any way by Clients & Profits Worldwide Rates and terms are not set by Clients & Profits Worldwide, which does not warrant or accept any liability for their advice, actions, or performance. Be sure to discuss experience, business practices, and consulting strategies with each consultant before hiring one.

Availability
David lives and works in Massachusetts. He is available for onsite installation, implementation, training and consultation. He is available and willing to travel to any location. You may contact David at:

Working Style
"I work with the principal management to understand and assess their current processes and then work with them to design an implementation plan that will help them to achieve the best results. Together we determine a training plan for staff, conversion of financial and job data, and the development of new procedures to maximize the benefits of Clients and Profits.” David enjoys working with both novice and power users to help them become comfortable with the system’s functions and capabilities.


How I Bill
Typical engagements are based on a daily rate, but half day and hourly rates are also available to meet your needs. Please contact David for more detailed billing information.