Dan is a Senior Manager at CBIZ is based in the Los Angeles office and is a member of the Family Office Practice. He has more than 30 years of experience in business management and has been with the firm for twelve years. He provides business management services to high net-worth individuals and companies. His expertise emphasizes in financial reports, general accounting, accounts payables, accounts receivables, payroll, as well as administrative and tax planning.
In the Los Angeles office, Dan oversees the client accounting services (management accounting and bookkeeping) ensuring they have the support and training necessary to make Family Office Practice clients successful and ensuring the internal controls are in place relative to the services the department provides.