Dan joined Gregory, Sharer & Stuart as a shareholder when the firm of Hevia, Beagles & Company merged with GSS in 2011. Dan has developed a broad base of closely-held businesses and individual clientele in a wide range of industries including insurance, healthcare, professional employer organizations, not-for-profit organizations and employee benefit plans.
In addition, Dan has served as an investigator and expert witness to the Florida Board of Accountancy and as an expert witness to the Florida Department of Financial Services.
Dan has also developed an extensive peer review practice conducting over 700 peer reviews of other CPA firms over the past 25 years. He is nationally recognized for his expertise in peer review and AICPA peer review standards.
Dan received a Bachelor of Arts in Accounting from the University of South Florida.
Dan is a Certified Public Accountant (CPA) licensed in the states of Florida and New York. He is also holds a Certified in Financial Forensics (CFF) Credential.
Dan currently serves as a board member of the Auditing Standards Board (ASB) of the AICPA. The ASB is the senior technical committee of the AICPA for setting national auditing and quality control standards for accounting firms. He is a past chair of the AICPA Peer Review Board and has been actively involved as a member of many AICPA committees, including its Governing Council. He is also a past member of the Board of Governors of the Florida Institute of Certified Public Accountants and past chair of its Peer Review Committee, State Legislative Policy Committee and Audit Committee.
Speeches and Presentations
Dan frequently speaks at professional organizations including the AICPA and FICPA on topics of auditing, peer review and quality control standards.
Community and Civic Organizations Served
Dan is a past chair of the board of directors for the Boys & Girls Clubs of Tampa Bay, Inc., and currently serves as Chair of the Audit Committee and member of the Finance Committee, as well as serving as a trustee to its foundation.