Dan Wilmshurst, CPA, CMA
QUALIFICATIONS
- Certified Management Accountant (CMA)
- Business Administration Diploma, Majoring in Accounting
PROFESSIONAL EXPERIENCE
- Personal and Estate Tax Preparation and Management Consulting with Lee and Company since 2008
AREAS OF PRACTICE
- Personal Tax Return Preparation for Individuals and Estates
- Management Consulting
Personal Business Coaching and mentoring business owners
- Business effectiveness reviews
- Assisting in preparing business plans, strategic plans, budgets and setting up internal controls
QUOTE
“I am a performance driven business professional with more than 30 years expertise in accounting, management, financial planning, business consulting and coaching . My clients value my ability to explain detailed technical financial information clearly and in understandable terms.”
