Dublin Advisors

5990 Venture Dr.

Dublin, OH 43017

Dublin Advisors Office

614.674.1482

David Bentz CPA, CFP®

founder of dublin advisors, LLc

David Bentz brings over a decade of experience helping individuals and families navigate complex financial and tax matters—and more than 25 years of leadership in business finance and strategy. With credentials as a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), David offers a rare blend of technical expertise and personal insight that helps clients make smarter, more integrated financial decisions.

David holds both an MBA with a concentration in Finance and a Master of Taxation degree. His career spans from advising business leaders on strategic financial decisions to preparing thoughtful, personalized financial plans for individuals and families. He understands that the best financial outcomes happen when personal finance, business planning, and tax strategy are aligned.

David founded Dublin Advisors LLC to bring this holistic approach to life. What began as a way to help close friends and family with their tax and financial questions quickly grew into a lifelong mission: helping people gain confidence in their financial future by making better-informed, well-rounded decisions.

Whether you’re navigating a major life transition, running a business, or planning for long-term financial security, David offers the knowledge, experience, and personal attention to guide you every step of the way.

BUSINESS CONSULTING SERVICES

We will assure that your books are not only accurate and up-to-date, but that we provide useful information to help you make better business decisions. Our accounting solutions are customized and scaled to meet each client’s specific needs.

Timely and Accurate Recording of Transactions

Periodic Review and Closing of the Books

Year-End Prep for Taxes

Custom Management Reporting

QuickBooks Setup and Support

PROFESSIONAL CREDENTIALS

Master of Taxation, Capital University Law School

Certified Financial Planner Program, Oglethorpe University

Master of Business Administration, Finance, Georgia State University

CPA | Certified Public Accountant

Bachelor of Business Administration, Accounting, Georgia State University

CFP® | Certified Financial Planner™

AREAS OF EXPERTISE

Individual & Business Taxation

Forecasting and Budgeting

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Strategic Planning

Financial Analysis

Management Consulting

Financial Information Systems

“David is well educated, experienced in his field, and cares about people and the local community. He’s a GREAT resource for business owners like me. Dublin Advisors and David Bentz are the most “bang for the buck” that anyone can ask for…the kind of advisor you want on your side in today’s ever changing business and tax world.”

Markus M., Insurance Agent

CONTACT US FOR AN INTRODUCTORY MEETING