Daniel joined Louis Plung & Company in August 2023 to lead & develop a Client Accounting & Advisory Service (CAAS) practice to help clients outsource their accounting needs with services spanning a spectrum of financial, accounting, and advisory-related offerings.  

His passion is helping clients understand what is behind the numbers and what can be done operationally to move numbers in a positive direction.  Daniel enjoys taking complex financial and accounting concepts and making them understandable and actionable for the non-financial entrepreneur and manager.  Industries he serves include churches, nonprofits, professional services, & restaurants & hospitality organizations.

Daniel’s vison of the CAAS practice is to provide higher value to clients and deepen the trusted advisor relationship, allowing clients to focus on their core competencies and deliver on their value proposition to customers.  Some of the ways he delivers results to clients include strategic planning retreats, business profitability improvement projects, and financial training programs.  Explains Dan, “I enjoy connecting the people I work with to insights, learning, people, and tools they need to excel and achieve their dreams.”

When he’s not at work, Daniel enjoys cycling, mountain climbing, and creating memorable group travel adventure experiences.