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G. Daniel Jones

Managing Director

Phone: 610-862-2210
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Education

  • B.B.A, Accounting - Temple University

Professional Designations

  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF)

Community Involvement

  • Board of Directors for Continental Bank, Chair of the Audit Committee.

Business Experience

Dan is a managing director for CBIZ MHM, LLC, a division of CBIZ, Inc.(NYSE: CBZ). Additionally, Mr. Jones is a licensed Certified Public Accountant who practices public accounting as a Shareholder of Mayer Hoffman McCann P.C. an independent CPA firm.

Mr. Jones began his professional career as an Internal Revenue Agent for the U.S. Treasury Department from 1973 to 1977. Thereafter, he became the Director of Taxation and then a partner of a regional CPA firm until 1982 when he helped establish the firm of Jones, Hayward & Lenzi, CPAs. Dan was the managing partner of his firm until 1998, when it merged with CBIZ, Inc.

Since 1976, Mr. Jones has been qualified as an expert witness in the Federal District Court of Eastern Pennsylvania as well as state and local courts in New Jersey, Tennessee and the counties of Philadelphia, Bucks, Montgomery, Delaware, Chester, Lancaster and Monroe in Pennsylvania. In addition, Mr. Jones’ areas of professional experience include federal, state and local taxation, accounting and auditing, estate and financial planning, forensic accounting and litigation support.

Active in community affairs, Mr. Jones has served on the Board of Directors for Progress Financial Corporation (PFNC-OTC) and Progress Bank ($1Bn Assets) where he served on various committees including Chair of the Audit Committee from 1999 to 2004 (merger with Bank of America); Accountants Professional Liability Group, an affiliate of Orion Capital Companies, Inc. (NYSE); as well as various philanthropic and professional associations, including the Pennsylvania Institute of Certified Public Accountants and served as Treasurer and on the Board of Directors of Torresdale-Frankford Country Club (est. 1896) from 2005-2008.

Professional Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • 1984 & 1993 Chairman for Philadelphia (PICPA) Annual Tax Forum
  • PICPA Speakers Bureau
  • Board of Governors for Torresdale-Frankford Country Club from 1990-1995; Membership Committee 1998; Finance Committee 1999, Treasurer 2005-2008
  • Board of Directors 1996-2000 for Accountants Professional Liability Group, an affiliate of Orion Capital Companies, Inc.
  • Progress Financial Corporation (PFNC-OTC) and Progress Bank - Board of Directors and Chairman of Audit Committee 1999 to 2004; Merger & Acquisition Committee and Nominating Committee 2003

     

Speaking Engagements

  • Business Valuation Seminar – Understanding Financial Statements: Terminology in Financial Statements and Use in the Context of Business Appraisals
  • PICPA Divorce Conference – “The Discovery Process: When You’re on the Outside Looking In”
  • Eastern Domestic Relations Association of Pennsylvania Annual Conference – “Finding Hidden Income on the Tax Return”
  • American Academy of Matrimonial Lawyers – “Dividing Stock Options”
  • Divorce Conference – “Practice Management Panel: Marketing, Fees & Interactions with Other Professionals”
  • “Current Business Acquisition Issues”
  • “Forensic Accounting”
  • “New Tax Developments”
  • “Exit Strategies for Businesses”
  • “Accountants’ Responsibilities in Tax Practice”
  • “Responsibilities in Tax Practice (RTP)”
  • "IRS Appellate Procedures”
  • “Safe Harbor Leasing Revisited”

Associated Offices

Philadelphia - CBIZ MHM, LLC - Philadelphia 401 Plymouth Road
Suite 200
Plymouth MeetingPA  19462
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