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David Stone

Senior | CPA, MBA, CFE

An experienced Senior Accountant, David is a member of BerryDunn’s Financial Services Group. He provides accounting and audit services to broker-dealers, mutual holding companies, community banks, and other financial services providers. He also performs internal control audits and advises on internal controls testing, regulatory compliance, and more. 

As a Certified Fraud Examiner, David supports the firm’s forensic accounting engagements, assisting with investigation, detection, and prevention of suspected fraudulent activity. 

David uses his passion for technical topics and relationship building to help clients find practical solutions to their business challenges. He is a recipient of the AICPA’s Elijah Watt Sells Award.

An experienced Senior Accountant, David is a member of BerryDunn’s Financial Services Group. He provides accounting and audit services to broker-dealers, mutual holding companies, community banks, and other financial services providers. He also performs internal control audits and advises on internal controls testing, regulatory compliance, and more. 

As a Certified Fraud Examiner, David supports the firm’s forensic accounting engagements, assisting with investigation, detection, and prevention of suspected fraudulent activity. 

David uses his passion for technical topics and relationship building to help clients find practical solutions to their business challenges. He is a recipient of the AICPA’s Elijah Watt Sells Award.

Experience Highlights

David helps clients through a variety of issues, including:

  • Employee benefit audits
  • Forensic accounting
  • Internal control audits and reviews
  • Adopting new accounting pronouncements
  • Financial statement audit services for mutual holding companies, community banks, and other financial services providers

MEMBERSHIPS AND COMMITTEES

  • American Institute of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • Maine Society of Certified Public Accountants, Board of Governors and Treasurer

COMMUNITY SERVICE

United Way of Greater Portland, Loaned Executive

Insights

EDUCATION

BS, summa cum laude, Accounting and Economics, University of Southern Maine

MBA, Accounting, Thomas College

CERTIFICATIONS

  • CPA
  • MBA
  • CFE