Panoramic Strategic Solutions creates seamless connections between finance and strategy, strengthening your financial position and bringing clarity to your highest priorities. The results are powerful—solutions that are both achievable and accessible, customized to your unique needs.
Unwavering commitment to honesty every day CuriosityMotivation to generate innovative solutions with your team Sustainability Financial Success and making the world a better place can be achieved together
As a CPA with finance and strategy experience ranging from startups and nonprofits to Fortune 100 companies, David Kaplan is known for solving complex problems in ways that yield sustainable solutions. Panoramic Strategic Solutions was created from a value instilled during his business experiences and extensive backpacking trips: the idea that we should leave places better than we found them.
“I find nothing more satisfying than getting to the end of a journey, and realizing we’ve reached the top of the mountain. I bring the same philosophy to each new client—knowing that the best decisions drive that same joyous feeling, knowing your hard work pays off.”
David Kaplan, CEO