Dana is a CPA with accounting and compliance experience spanning three decades, and she has managed the books for multiple organizations, including her own business. She fully understands the fundamentals of bookkeeping, and she has a diverse background, which gives her a unique perspective when approaching a new organization.
Dana began her career with the Big Four firm Deloitte & Touche, where she planned, coordinated, and completed audit engagements and managed a cohesive and motivated team. She enhanced her compliance and financial reporting skills in the banking industry before moving to a closely held manufacturing and distribution company. There she continued to manage the audit and internal controls, as well as expand her role to identify substantial cost savings and design and implement various sales initiatives.
Clients value Dana’s initiative and persistence, as well as her strong project management skills and track record for successful team management.
Banking, Construction, Distribution, Financial Services, Manufacturing, Nonprofit, Professional Services
What do you enjoy doing in your spare time?
I enjoy teaching fitness classes and encouraging women to live their best lives. I have taught Zumba for ten years, and I also teach circuit, weight, and HIIT classes. Additionally, I am a personal trainer that enjoys helping clients improve their overall health. We are a fitness family, and we do a lot of fun activities together as a family, too. Somehow one of the women convinced me to do the Warrior Dash, and over 20 other women of all ages and fitness levels joined in the fun!
Do you have any pets? What is your favorite animal?
I am afraid of dogs, and yet we have a 110-pound long hair black German Shepard named Gideon!
Is there a favorite dish you make that is always requested?
I love to bake, and the SOFT biscotti recipe that I have is always a crowd pleaser – I can’t keep my kids out of my cookies! I also make homemade gnocchi. It is an Italian tradition, and I grew up watching my mother make them.