Dan brings a practical and strategic approach to simplifying accounting operations for businesses. He provides full-cycle support including reconciliations, month and year end close, financial reporting, and budgeting. With extensive experience in multi-entity financials, tax compliance, investor relations, and acquisition integration, Dan helps streamline processes while maintaining accuracy and compliance. His work empowers clients with clear financial insights to manage daily operations and plan for long-term growth.
Dan began his career as an accounts payable clerk and has since immersed himself in the accounting field. His background spans working at a regional CPA firm, supporting a large moving company through seven acquisitions, and building an accounting department from the ground up for a local investment firm. Dan’s depth of experience assures clients that their financial operations are in capable hands, freeing them to focus on running their business.