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David J. Danic, CPA

Virtual CFO Tax Director Location: Indiana CPA License Held In: Indiana, Missouri
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  • Financial Statement Analysis
  • Tax Forecasting and Planning
  • Business Succession Planning
  • Tax Strategies

Professional Profile

David has a professional passion for working with small and medium-sized businesses where he directly interacts with clients. Over the course of his career, he has developed enthusiasm for tax consulting, influencing him to begin working in taxation full-time. He provides clients with tax strategies designed to lower their tax burden in addition to devising innovative ways to increase profitability. David enjoys working closely with clients and sharing his experience and insights in a way that inspires and educates them.

Joined the firm in 2015

Education & Certifications

  • Certified Public Accountant (CPA) State of Indiana
  • Certified Public Accountant (CPA), State of Missouri
  • M.P.A., Accounting, Indiana University-Purdue University, Indianapolis, IN
  • B.A., Accounting, Hillsdale College, Hillsdale, MI

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