Background and Primary Focus
Dan Lavelle is an audit manager for the firm focusing on audits, reviews and compilations for small and closely held businesses. He is credentialed as a Certified Public Accountant in North Carolina and New York and joined the firm in November 2015. His prior experience includes corporate accounting as well as 6 years at a Big 4 accounting firm.
Dan’s role as a manager involves planning, directing and leading engagements. This includes analysis of financial and operational documentation from clients, managing the audit process, and reviewing financial statements with members of management. His focus includes ensuring exceptional client service by delivering the highest quality results and providing forward thinking advice and suggestions. Dan received his Bachelor of Business Administration in Public Accounting from Pace University.
Professional and Civic Accomplishments
- American Institute of Certified Public Accountants
- North Carolina Association of Certified Public Accountants