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David Shearer

Partner, CPA

David Shearer specializes in serving a diverse range of private and public, middle market, entrepreneurial, and high growth companies ranging in size from early stage development to multinational organizations. David is an assurance partner with more than twenty-five years of experience. He has experience with numerous types of financial statement audits including those under PCAOB standards and audits of internal control over financial reporting. David has also helped many clients with Securities and Exchange Commission registrations and reporting, comfort letters, agreed-upon procedures, and other assurance and advisory services. David has significant experience working with technology-based education companies on initial public offerings both within the US and Canada. David works with a technology-based company who was amongst the first to make a Regulation A-Plus filing.

Experience

  • Leads engagement teams that deliver quality service and value to clients through understanding their business issues, identifying solutions, and working with clients to create long-term value
  • Leads the financial audits of numerous education, technology, technology-based education, technology-based financial services, consumer products, food and beverage, real estate, hotel and hospitality, sports and entertainment, professional services, and other industries
  • Significant experience working with clients executing merger, acquisition, and financing transactions
  • Significant experience working with clients on initial public offerings (IPOs) both within US and Canada, reverse merger with public shell, US registration of a foreign public company, and Regulation A-Plus filings
  • Provides clients guidance on technical accounting and reporting matters
  • Provides clients strategic planning, integration, and other business optimization advice
  • Presents financial and audit reports to client boards and committees
  • Served as managing partner of a geographic region for previous firm
  • Served as team captain and participant for numerous internal quality inspection and external peer review teams
  • Licensed CPA in Pennsylvania, Maryland, and North Carolina

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Association for Corporate Growth
  • Northern Virginia Technology Council

Thought Leadership

  • Speaks at regional industry conferences
  • Authored two articles in the Charlotte Business Journal: “Shareholders have issues” and “Surviving the annual meeting”

Education

York College of Pennsylvania
Bachelor of Science in Accounting