Dan provides business process outsourcing, accounting services, and outsourced CFO services to nonprofits and religious organizations. Additionally, he provides consultation on the tax regulations unique to nonprofits and religious organizations, including executive compensation planning, unrelated business income tax, and investments in for-profit businesses. He believes the value of our service depends on the strength of the relationships we build with our clients. Dan believes that understanding the goals and needs of the leaders of the organizations enables us to go beyond simply compiling numbers to developing solutions unique to their needs.
Years of Experience
35
Education
Oral Roberts University, Bachelor’s
Professional & Civic Leadership
- AICPA Not-for-Profit Section Member
- Current Member and Past Board Member of the Tulsa Christian Businessmen
- Past Board Member ORU Alumni Association and Alumni Foundation
- Leadership Tulsa Class 45
Professional Credentials
Certified Public Accountant (CPA)
Not-for-Profit Certification I & II (AICPA)
Awards
Oklahoma Society of CPA’s Silver Pen Award (2022)
