Dan works with a wide variety of clients to help them better manage their operations and achieve their organizational goals. He has helped clients successfully start retail businesses, by advising them on proper structuring and assisting with financing and business planning. He has also assisted in the development and execution of transition plans and has helped clients with projections and business planning.
Dan is the former CEO and Managing Partner of the Firm, and has been a leader in the move to take the accounting profession digital. Under Dan's leadership the Firm implemented systems and processes that have taken its practice completely paperless while at the same time increasing the level of service to its clients and reducing overall costs by nearly 20 percent. The systems and processes pioneered at HA&W are now being used by accounting firms around the country to revolutionize their practices and have received awards for innovation from Practical Accountant Magazine and the Association for Accounting Marketing.
Dan is a frequent speaker to professional services organizations on the subject of using technology to make a measurable improvement in the operation of a professional services firm. He is also the author of the technology chapter of the Management of an Accounting Practice (MAP) Handbook published by the American Institute of Certified Public Accountants and the Practice Guide to Technology Implementation published by Practitioners Publishing Company.
Dan received his BBA degree from the University of Louisville. He is a recipient of the Governmental Accounting and Auditing Certificate of Educational Achievement and is the co-author of several continuing education courses taught by various state accounting societies. Dan participates in many industry and community activities, including:
- American Institute of Certified Public Accountants where he serves as a volunteer on the Professional and Personal Liability Insurance Plan
- Georgia Society of Certified Public Accountants
- International Council of Shopping Centers
- Southeastern Assisted Housing Management Association
- Atlanta Apartment Association
- Midtown Business Association
- Gwinnett County Chamber of Commerce