Dan is a graduate of West Virginia University (1982, B.S. in Business Administration, Accounting emphasis). Dan earned his CPA in February 1985. He began his career with the firm in October 1985, and was admitted as a shareholder in 1997. Dan earned his Accreditation in Business Valuation (ABV) from the AICPA in 2013. Dan serves mostly the business clients of the firm, focusing on benchmarking and profitability. Dan has assisted clients from startup to succession to the next owners.
Dan lives in Morgantown with his wife of 30 years, the former Mary Sereno. Dan has two children and has three grandchildren.
As a business owner you need to know how your business is performing. Both in comparison to prior years and to your competitors. With this data in hand changes can be made to your business resulting is a significant increase to your bottom line.
Transitioning to Cunningham Powell Alexander, A.C. doesn’t have to be a hassle for your business. At CPA, we have specialists who are trained and qualified to help get you through that process with our onboarding program, so you don’t have to deal with the confusion and frustration of integrating your data into our CPA ecosystem. Not all accounting firms have an onboarder to help you through this process.
Let’s not underestimate the importance of keeping a reliable and accurate set of books. QuickBooks has provided several accounting software options over the years, such as desktop, enterprise, and online versions. It is no surprise that QuickBooks holds more than 95% of the accounting software market. The QuickBooks Online (QBO) version has proven to be one of the most integrated software options available.