David J. Surette, CPA

David graduated with an MBA Degree with a concentration in finance from Babson College and a Bachelor's degree in Accounting from the University of Massachusetts. David's professional experiences and accomplishments include:

  • Former KPMG Senior Auditor
  • Chief Financial Officer with Public and Private Companies for over 10 years
  • Consulting CFO for over 40 companies
  • Licensed CPA with over 20 years of experience of preparing and performing US GAAP audits on public and private corporations
  • Currently working with Securities and Exchange Commission Reporting of public companies
  • Performed Mergers & Acquisitions due diligence and negotiations on over $6.0 Billion of transactions
  • Founded, went to public and sold several multi million dollar businesses
  • Former University of Phoenix Instructor in Accounting

Client Center

(QuickBooks Online)

(QuickBooks Payroll)

(Intuit Tax)

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll



Phone: 949-397-0189
Email: jinhong@jzcpas.com