- Member of the Association of Accounting Technicians
- Member of the Association of Taxation Technicians
- Xero certified advisor
- Quickbooks Online certified advisor
- Online accounting
- Outsourcing of accounting and financial functions
- Small and medium sized businesses
- Tax efficient profit extraction
- Accounting support
- Business advisory
Dan trained with Spofforths and qualified as an Accounting Technician in 2007 at the age of 21. He has built up considerable experience across a broad range of sectors with a focus on Brighton to London Businesses. Dan has a specific interest in Online Accounting and is a certified advisor for Xero and Quickbooks Online. He is able to use his expertise to ensure clients have in place the best possible systems and is then available to support clients in using their accounting systems.
Working alongside clients Dan helps businesses identify and fulfil their goals, regardless of size or location. His portfolio is largely focused towards small and medium sized owner managed businesses and he has considerable experience in advising businesses at all stages of their development including improving their existing systems, taking advantage of online accounting solutions, advising on tax efficient profit extraction packages and preparing business plans.
Dan provides a range of services including accounts, tax and management account. His close working relationship with clients allows him to act as a mentor or sounding board for those looking for a second opinion. Dan offers clients advice on how to improve the profitability of their business, ranging from discussing how best to minimise tax liabilities to how to quantify and control costs.
Dan always listens to his clients' needs and problems and offers advice and solutions to suit their needs. A key member of the team he enjoys exploring new opportunities and working on projects such as the emergence of technology in the accounting world. He is a visionary and is always looking to improve the service/advice offered to clients.
Dan often presents at seminars and runs workshops for businesses looking to streamline their financial systems and make processes more efficient. He talks about the benefits of embracing new technology to enable businesses to make forward-thinking strategic decisions based on real-time data.
Dan is a keen sportsman and enjoys football both as a player and a spectator.