David Kelleher, CPA, CGMA
Dave has been serving AAF clients since 1997. He has extensive experience providing assurance, tax, and business advisory solutions to nonprofit organizations and closely-held companies.
Dave’s diverse nonprofit client base includes: community development centers, independent schools, human and social services organizations, and early education and care (EEC) agencies. Dave has extensive nonprofit tax experience, advising clients on complex issues such as unrelated business income tax, state filing requirements, related party and executive compensation disclosures. He also helps clients identify and address risks related to their Uniform Financial Report (UFR) and other funding source regulations. Dave specializes in providing federal and state audits to the firm’s clients in accordance with Uniform Guidance/Single Audit and Government Auditing Standards.
Dave also provides active guidance on tax, audit and compliance issues for sophisticated commercial clients, including: low-income housing and professional services firms. He helps companies fully interpret the financial and operational information discovered during the audit process. His advice leads to informed decision-making and positively impacts business performance.
- University of Massachusetts at Dartmouth – Bachelor of Science, Accounting, cum laude
- Greater Lowell YMCA – Treasurer
- University of Massachusetts Dartmouth’s Charlton College of Business – Accounting and Finance Department Advisory Council