Daniel is a Certified Public Accountant (AZ), Charted Retirement Planning Counselor (CRPC), Certified Tax Coach (CTC) and a Registered Investment Adviser (Series 65). He’s worked for large accounting firms like Deloitte & Touche to the small family businesses. Through it all, Daniel loved finding solutions for businesses. Through developing the Biz Owner Guide, he found he could reach a larger audience that are looking for guidance on certain aspects of their business’s back office operations.
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