Dan is a Principal in the Commercial Business Group and has over 20 years of experience providing accounting, tax, and business advisory services to closely-held businesses. Dan takes a proactive approach and stays involved with his clients throughout the year, going beyond compliance related services to add value for his clients.
Given Dan’s combination of tax planning and financial reporting skills, he is in a unique position to help business owners accomplish their goals. Dan works with clients in the Architecture and Engineering industry, as well as the professional services, life sciences, and technology industries.
Dan specializes in financial reporting and taxation, and has expertise in the performance of FAR overhead rate audits and related consulting. He advises clients on financial and tax planning matters, and financial performance to evaluate business results. He also advises clients on the selection of A&E attorneys, accounting software selection, and ratios/reporting specific to the A&E industry.
The annual Architecture Study and Engineering Report produced by the A&E team enable us to benchmark your financial, staffing and internal controls against others in the A&E industry. This is one of a variety of resources available to clients. Dan co-authored the Ebook “How to Balance FAR Compliance with Practical & Effective Firm Policies.” Dan is a graduate of Merrimack College, with a Bachelor of Science in Accountancy.
Massachusetts Society of Certified Public Accounts
American Institute of Certified Public Accountants