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Hired 31 times
11 years in business
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Solid accountant, high quality work on time and one budget.Apr 16, 2017Verified
Daniel is very fast responding customer's need. We talked through the phone and hired him immediately. I enjoy working with such a professional accountant.Jan 2, 2017Verified
Excellent knowledge of QB. We were looking for someone to show us how to use QB more effectively and he did a good job of that.Nov 23, 2014Verified
He's a number wizard. It's my first time having an accountant, and I came to our first meeting feeling pretty ill-prepared. I'm a small business (it's just me) and I felt strange hiring someone to do my books. I thought I should have been able to do it myself. He very soon made me feel comfortable and assured me I'd be fine. Daniel said that it's smart to ask for help, and focus on the things I do best. He prepared a great spreadsheet for me for all my expenses so now I'm set up to fend for myself better. He told me his timeline, updated me as he got things done and had it all finished just as he said he would. I'll definitely have him do my taxes next year.May 13, 2014Verified
We hired Daniel more than 2 years ago to straighten our QuickBooks program. Daniel completely remapped QuickBooks and got our financials straightened out. We have retained Daniel to assist us in all aspects of our accounting, including preparing our taxes. Since he is a QuickBooks expert, we have been able to drop the QuickBooks support plan, saving us a substantial amount of money. Whenever we have a question or a problem, Daniel always promptly gets us back on track. Whenever we are considering a new program that interfaces with QuickBooks, we always ask Daniel to review the program before we implement it. We are very happy with Daniel, and hope to have a long professional relationship with him.Mar 1, 2014
License Type: CPA - Certified Public Accountant (OH)
License Type: CPA – Corporation (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?It's not really that complicated, but it's a departure from the hourly rate model that is common in my profession. My pricing is largely activity based. I have a price list for various services and activities - and I use this price list in my work order system much like a plumber or electrician would do. It seems complex at times because prospective clients often want to know what it's going to cost as soon as possible. I need to know about their needs in some detail before I can give a reasonable estimate.
- What is your typical process for working with a new customer?I will have a discussion regarding their needs and situation and determine a course of action that makes sense.
- What education and/or training do you have that relates to your work?All of us CPA's are required by law to have at least 80 hours of continuing education every two years. I take the education part seriously, so I don't attempt to skate by with easy courses. Nearly all of my courses are self study because I get the most from that format. Anybody can sit in a seminar and pretend to listen to the speaker while doing crossword puzzles. To me, that isn't learning - that's doing time.