Dan Fiorentino

Dan joined the firm as an intern in 2005 and began working full-time in 2006. He started his career in the audit department before transitioning to the firm’s hybrid track, gaining experience across both audit and tax. This broad perspective led him to focus more heavily on client advisory services beyond traditional compliance. Dan also previously led the firm’s Client Accounting and Advisory Services group, which provides virtual accounting solutions ranging from general ledger maintenance and bill management to outsourced controller and CFO services, as well as consulting on internal accounting structures and internal controls.

Dan specializes in providing consulting services to clients across all phases of the business lifecycle, from operational improvements, tax planning, and compliance in the early stages to succession planning and due diligence in later stages. While he serves clients across a variety of industries, his primary focus is healthcare, with particular expertise in the dental industry.

Dan has long been involved in firm leadership and administration, serving as both a formal and informal mentor to team members while contributing to staff development, training, and orientation programs. Early in his career, he led the Advisory Council, addressing employee concerns, before joining the firm’s Executive Committee and later overseeing the Strategic Planning Committee, which focused on the firm’s short-term and long-term goals. In 2024, Dan became Managing Shareholder, leading the firm’s strategic direction and daily operations while overseeing client relationships, business development, and the delivery of high-quality accounting, tax, and advisory services.

Licenses & Certifications:

• CPA License: New Jersey
• CCGMA: Chartered Global Management Accountant Designation

Professional and Civic Achievements:

• Member of the New Jersey Society of Certified Public Accountants (NJCPA)
• Member of the American Institute of Certified Public Accountants (AICPA)

Education:

• Bachelor of Science, summa cum laude, The College of New Jersey