David Lam, CPA

Manager

David’s love for sports translates to his daily work. He sees his clients as teammates and friends and recognizes that building trusting relationships is required if you want to win.

David takes the time to understand the specific goals of his clients, so he can provide them with the services they really need. Listening, observing, and “hearing“ what they may not be saying is key to understanding what the next “play” should be.

Areas of Expertise:

David possesses almost two decades of public accounting experience, auditing middle-market businesses and non-profits, as well as providing third-party attestation audits, including SOX 404 compliance. He currently specializes in the real estate and not-for-profit sectors.

Professional Associations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

More About David

Futbal or Football?
“When I was younger, I played soccer for many years. Now that I’m a bit older, I no longer play soccer, and I’ve transitioned to a love of football. USC is my team! I’m excited about our coach, Lincoln Riley, from Oklahoma. I’ve joined the Ram’s bandwagon after their big Super Bowl win.”

Favorite office supply
Colored pencils – “I love to color-code my work!”

Volunteer Activities
“I love Habitat for Humanity. I used to volunteer time building homes during the summer. Now my time is more limited, but I hope to do it again.”

B.S. in Accountancy – University of Southern California

After his graduation from USC, David spent multiple years working in accounting departments in the private industry, helping companies with bookkeeping and accounting software integration. After becoming a CPA, he began auditing and providing SOC reports in various sectors, including technology, franchising, hospitality, and non-profits.