Dave Shealy, CPA, CGMA

Principal

Dave is the founder and principal of The Shealy Group, established in 2001. Before founding The Shealy Group, he was a partner with Holbrook & Manter, a regional CPA firm in Marion, Ohio, serving as their director of firm operations and establishing their healthcare division. With a strong desire to do more for his clients, Dave started The Shealy Group so that he could work more closely and effectively with them. Throughout his career, he has evolved into a trusted consultant and advisor for his clients, integrating himself as a member of their teams to find solutions and help them reach their goals. He has had the opportunity to work with very successful entrepreneurs and their advisors, for which his focus has been on strategic planning, identifying and resolving operational inefficiencies, revenue cycle enhancement, and establishing a strong link between a company and its finances. His belief is that the better he knows and understands clients and their business, the better he can assist them with their needs.   

Education is important to Dave, and we’ve made it one of The Shealy Group’s core values. Dave has been a presenter at various continuing education classes for many different CPA state societies. Dave is a member of the AICPA consulting, tax and healthcare consulting divisions, as well numerous national and state accounting and consulting associations. Dave also continues to serve on the boards of local civic organizations to “pay forward” to his local community.