Meet The Team

Dan has ten years of experience in public accounting at international and local firms providing assurance services to both public and private companies in a variety of industries, including manufacturing, distribution, energy, transportation, technology, professional services, retail, real estate, e-commerce, as well numerous start-ups in various industries.

His experience includes planning, managing and leading audit engagements, reviewing and documenting clients’ systems of internal controls and accounting policies, performing substantive audit testing and analytics, and preparing and reviewing financial statements. Dan advises his clients by providing accounting best practices and internal control improvement recommendations. Over the course of his career, Dan has helped guide his clients through complex transactions involving mergers, acquisitions, debt modifications, stock options, convertible debt, crowd funding raises, SAFEs, quality of earnings analyses, and impairment analyses.

As a result, Dan understands the unique industry dynamics that can impact the accuracy and timeliness of your company. Additionally, he understands any accounting guidelines changes that may impact your company. Dan has the right capabilities, qualifications, and client-service approach to serve as your advisor.

Your customers are businesses with their own exacting standards. They depend on you to do what you say, when you say it, without missing a beat. In turn, you need to work with a professional who will achieve set milestones and offer you timely solutions, rather than excuses. Dan takes your schedule seriously—he views your deadlines as his deadlines. His goal is to create a smooth workflow, with clearly defined goals and milestones, and stick to it throughout the engagement.

Dan is honored to serve companies like yours—and he looks forward to treating you as a valued client.

Professional licenses
• Certified Public Accountant
• Certified Internal Auditor

Education
• Master of Science, Accounting, University of Texas at Dallas
• Bachelor of Business Administration, Management, University of Texas at Arlington