DIRECTOR, AUDIT AND ASSURANCE SERVICES
Daniel’s professional career began in 2004, and he is known for his focus on developing valued client relationships and client education. He has led many projects for LaPorte, including both financial statement and employee benefit plan audits. He has helped customers implement new accounting standards and performed complex cost analysis and benchmarking.
EMPLOYEE BENEFIT PLANS
Daniel is co-leader of LaPorte’s Employee Benefit Plan Services Group. He has had extensive experience in providing audits of employee benefit plans, including 401(k), pension, and profit-sharing plans. In addition to audits, Daniel has reviewed plans not subject to annual audits to identify areas of noncompliance with plan documents and ERISA laws and to ensure that the plans are meeting applicable filing and disclosure requirements. He attends the AICPA Employee Benefit Plan Conference annually.
Daniel is a member of LaPorte’s Construction Industry Group and provides audit and consulting services to a wide range of construction clients, including commercial general contractors, heavy highway, shipbuilders, and many specialty trades. His construction experience also includes residential and non-residential. Daniel assists his clients with implementing best practices in percentage of completion accounting, internal cost controls, job cost allocations, industry benchmarking analyses, and other relevant services. Additionally, he has managed many construction client engagements, ranging from traditional audit and review services to specialized client projects. Daniel has also performed many audits of construction company employee benefit plans, including 401(k), pension, and profit-sharing plans. He regularly attends annual construction-specific conferences.
Bachelor of Science in Accounting, Louisiana State University
Certified Public Accountant
Certified Construction Industry Financial Professional
American Institute of Certified Public Accountants, Employee Benefit Plan Quality Center
Society of Louisiana Certified Public Accountants
AICPA Employee Benefit Plan Audit Quality Center
Associated Builders & Contractors
Construction Financial Management Association
Deep South Equipment Dealers Association
Surety Association of Louisiana
Blue Ribbon Soiree Prostate Cancer Fundraiser
“Key Financial Measurements for Evaluating Your Company’s Performance,” Society of
Louisiana Certified Public Accountants, November 2016