Providing accounting and auditing
services since 1954

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"Seize the moment. Always see the good in things. If you have the opportunity to meet someone new, do it!"

Dave, a Shareholder in our Boston office, is also a Managing Director and Leader of the Accounting Advisory Practice for CBIZ Tofias. Services provided by Dave and his team include revenue recognition consulting, assistance with financial statement preparation, interpretation and implementation of new accounting standards, technical memo preparation, accounting for acquisitions, divestitures and carve-outs, fresh-start accounting, IPO readiness support, financial organization and process re-engineering, and audit readiness.

Dave has 20 years of experience in financial leadership roles in industry as well as public accounting, providing him with a unique understanding of the challenges and opportunities that financial professionals in industry face. His experience includes leading accounting teams through acquisitions, ensuring proper revenue recognition and lease accounting for complex transactions, transitions to Sarbanes-Oxley compliance, Chapter 11 re-organizations including all aspects of fresh-start accounting, and building and re-aligning accounting organizations.

Dave joined us from Welch's, where as Controller he was responsible for US GAAP reporting and compliance, tax matters and internal control over financial reporting. Prior to that, Dave worked as Vice President and Controller at both Orchard Brands and Dunkin' Brands. He began his career at a Top Four accounting firm where he spent over 10 years serving a range of public and private clients.

  • CPA - Licensed in NY
  • American Institute of Certified Public Accountants
  • Financial Executives International
  • Massachusetts Society of Certified Public Accountants
Community Involvement
Contact Information
Dave Lewin
Boston, MA
t 617.761.0508
f 617.761.0601
Beyond the Numbers
Going Beyond Numbers
  • About my family:
    Two fun boys, a dog and an incredible wife
  • My favorite food:
  • My favorite vacation spot:
    The beach and the ski slopes
  • My favorite weekend activity:
    Mountain biking and skiing
  • The college team I root for:
  • The professional team I root for:
  • What I am most proud of:
    My kids
  • Accounting for Acquisitions
  • Audit Readiness
  • Divestitures and Carve-outs
  • Financial Organization and Process Re-engineering
  • Financial Statement Preparation
  • Fresh-start Accounting
  • Interpretation and Implementation of New Accounting Standards
  • IPO Readiness Support
  • Revenue Recognition Consulting
  • Technical Memoranda Preparation
Industries Served
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