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About Our Firm


Founded in 1994 by President and CEO David Terry to provide accounting and tax services in Northern Kentucky. We have grown to a regional accounting firm servicing many states. We recognize that our clients come to us for our expert accounting and tax services. We have dedicated ourselves to producing outstanding accounting and tax results for our clients.

With the understanding that each client is unique, we are dedicated to providing you with a custom plan of action to meet your specific tax and accountant needs.

Our office is conveniently located off the Thomas More Parkway in the Crestview Hills Office Park. Located next to the  I-71/I-75 & 275 split, we are easily accessible to everyone throughout Greater Cincinnati. We also service a multitude states and are able to accomodate virtual meetings for your convenience. 

about our founder

David A. Terry, CPA, MBA, B.S.

Founder and CEO David Terry is licensed to practice accounting in Kentucky and Ohio.
He is an active member of the American Institute of Certified Public Accountants, the Kentucky Society of Certified Public Accountants, and the Ohio Society of Certified Public Accountants.
He is currently serving as Treasurer of The Humanitarian League and the Florence Professional Commons. He also spends time serving as a member of the St. Elizabeth Good Samaritan Society.

In the past David has served on the Ethics Committee for the KYSCPA, the Speakers Bureau of the KYSPCA, and the Auditing Committee for the OHSCPA.

After graduating from Newport High School in 1977, David went on to earn his B.S. in Marketing from Northern Kentucky University in 1981, and earned an M.B.A., with a concentration in Finance, from Xavier University in 1982. David became a Certified Public Accountant in 1987.

David is married to his lovely wife Jennifer and is the proud father of three children.  He has a passion for sports, fitness, and pets and enjoys sharing these interests with his family. David has earned two national soccer coaching licenses from the United States Soccer Federation, he also has earned multiple futsal diplomas. 

David is an optimist and believer that all things can be possible. He believes that excellence is the standard, that you are never wrong if you do the right thing, and that you should always treat others as you want to be treated. David’s vision and optimism leads the firm and the bar is always set moving forward and up!