Back to top

About Us

Our Firm

Essential Financial Management, LLC prides itself for providing quality, personalized financial guidance to individuals and small and medium-sized businesses. Our expertise ranges from tax management and accounting services to more in-depth services such as business financial management, planning, and benchmarking.

Essential Financial Management is a leading firm in and throughout Metropolitan Denver. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication and a firm commitment to understanding our clients’ needs. Essential Financial Management, LLC is dedicated to helping its clients to meet their goals with high standards of excellence and professionalism. We strive to be leaders in the business community, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Denver. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Essential Financial Management receive professional, competent, and timely advice and service.

Our Team

David B. Eaton, CPA, CGMA - President

David has been advising business owners on financial, taxation, and accounting matters for over 20 years. He has a proven history of providing leadership and expertise in both private industry and public practice. David is a forward thinking financial executive who believes that the real value in accounting is in helping businesses move forward and accomplish their goals. While it is critically important to have accurate historical accounting and tax records, it is much more important for business owners to see the financial vision of where their business is heading. Therefore, it is David's mission to ensure that his clients not only have a firm foundation of financial history, but also a vision for where they are going and a plan for getting there.

Prior to founding Essential Financial Management, David served as a Principal and Chief Financial Officer of Sheffield Homes. For 10 years, in his role as CFO, David provided direction and leadership to the organization for all financial operations. This included over-seeing and managing all financial and tax reporting, managing relationships with lending institutions, and overseeing human resources, information technology, and risk management. David helped manage various land acquisition and development projects and was responsible for creating and communicating the various financial projections for specific projects and the company in general.

David holds a Bachelors degree from the University of Colorado at Boulder's Leeds School of Business with an emphasis in Accounting. Upon graduation from college, David worked for the Certified Public Accounting firm of Hines, Condon & Zarlengo, P.C. (now Zarlengo Raub LLLP). During his 5 year tenure there, David provided audit and review engagement services to a variety of clients in industries such as manufacturing, construction, retail, wholesale, government and not-for-profit entities. David also provided consulting, compilation, tax planning and tax preparation services to individuals, corporations, partnerships, and limited liability companies.

David has been licensed as a Certified Public Accountant in the State of Colorado since 1996 and is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. In addition, David has been certified as a Chartered Global Management Accountant since July 2012.

Kelly Satterfield, CPA - Senior Accountant

Kelly has over 15 years experience in the accounting profession. She has worked in both the private and public sectors. In the private sector she has performed all accounting functions from bank reconciliations to preparing tax and audit work papers as well as assisting the Controller / CFO. Prior to joining EFM she worked for 2 different CPA firms preparing individual, partnership, corporate, and estate tax returns. She also provided bookkeeping services, compilations, reviews, and audits for various companies.

Kelly holds a Bachelor of Science degree in Business Administration from the University of Colorado - Denver. Prior to that, she earned an Associates of Arts degree in Accounting from Red Rocks Community College.

Kelly has been a licensed Certified Public Accountant in the state of Colorado since 2004. She is a member of the Colorado Society of Certified Public Accountant and American Institute of Certified Public Accountants. She is also a Chartered Global Management Accountant through the American Institute of Certified Public Accountants.

Kelly is an Alaska native and moved to Colorado in 1995 with her husband of 16 years and high school sweetheart. They have 2 boys and love to camp and ride dirt bikes as a family during the summer.

Rose Airhart – Bookkeeper/Accountant

Rose has over 20 years of bookkeeping and accounting experience. She began in Public Accounting, working on audit engagements in the airline, banking and manufacturing industries. Then she moved on to the Oil & Gas Industry where she worked as a Financial Analyst. Several years before joining us, she assisted several small businesses with their bookkeeping and payroll needs. Here at EFM Rose works with our many clients that have trusted us with their monthly bookkeeping responsibilities. Rose is a Colorado native and enjoys spending time with her family in the mountains hiking, biking and camping.

Elena Leksina - Bookkeeper/Accountant/

Elena has been with EFM since August 2016 and brings over 20 years of experience providing administrative support and customer service to various companies for which she has worked. Born and raised in Krasnoyarsk, Siberia, she attended Siberian Federal University and achieved a bachelor’s degree in legal science in 1989. She recently completed accounting studies at Emily Griffiths Technical College in Denver and is furthering her accounting education at Front Range Community College in Westminster. At EFM Elena is responsible for providing monthly bookkeeping and sales tax services for clients of the firm.

Elena moved to the United States in 2011 to pursue a new and exciting life in pursuit of the American Dream. She loves being outdoors and feels that Colorado is a natural fit for her and her lifestyle. Elena loves to travel (she has visited over 20 countries) and she loves exploring all the different landscapes they have to offer.

News

TAS Tax Tip: Advance Child Tax Credit payments: Nov. 29 is last day for families to opt out or make other changes

Updating Advance Child Tax Credit Payment IRS issued a reminder for families collecting advance payments of the Child Tax Credit […] The post TAS Tax Tip: Advance Child Tax Credit payments: N...

NTA Blog: Happy Thanksgiving

NTA Blog: Happy Thanksgiving   This Thanksgiving, as we continue to adjust our work and personal lives, I am reflecting […] The post NTA Blog: Happy Thanksgiving appeared first on Taxpay...

TAS Tax Tip: Did you have an advance payment of the Child Tax Credit issued to you, but did not receive it?

Missing Advance Child Tax Credit Payment Very soon, if you received advance payments of the Child Tax Credit, you will […] The post TAS Tax Tip: Did you have an advance payment of the Child T...

TAS Tax Tip: The IRS incorrectly recorded me as deceased – what should I do?

If your IRS tax account is locked in error because the IRS’s records incorrectly indicate that you or your spouse […] The post TAS Tax Tip: The IRS incorrectly recorded me as deceased &...

NTA Blog: Minimum Competency Standards for Return Preparers Are Crucial Taxpayer Protections

NTA Blog: Minimum Competency Standards for Return Preparers Are Crucial Taxpayer Protections Congress Should Enact Legislation to Protect American Taxpayers […] The post NTA Blog: Minimum Com...

NTA Blog: IRS Initiates New Favorable Offer In Compromise Policies

NTA Blog: IRS Initiates New Favorable Offer In Compromise Policies The IRS has the discretion to accept an offer in […] The post NTA Blog: IRS Initiates New Favorable Offer In Compromise Poli...

NTA Blog: IRS Delays in Processing Amended Tax Returns Are Impacting TAS’s Ability to Assist Taxpayers

In a previous blog, I highlighted the impact of the IRS’s processing delays and the resulting increase in cases on […] The post NTA Blog: IRS Delays in Processing Amended Tax Returns Are Impa...

TAS’s Ability to Help With Delayed Refunds Is Limited

March 25, 2021 TAS’s Ability to Help With Delayed Refunds Is Limited TAS’s Ability to Help With Delayed Refunds Is […] The post TAS’s Ability to Help With Delayed Refunds Is Limited appeared ...

TAS Tax Tip: Resources for Military Personnel and Their Families

Did you know that members of the U.S. Armed Forces can have special tax considerations for both federal and state […] The post TAS Tax Tip: Resources for Military Personnel and Their Families...

TAS Tax Tip: Don’t fall for it – it’s a scam! Scammers are sending fake IRS emails about Economic Impact Payments

The Federal Trade Commission warns the public about a fake IRS email scam that keeps popping into people’s inboxes. It […] The post TAS Tax Tip: Don’t fall for it – it’s a scam! Scammers are ...