• An Intellectually Curious CPA with 40+ Years of Experience

• A Subject Matter Expert Who Understands the BIG Picture  

• Business Strategist and Tactician


Experienced

I am a Southern California based and Nationally focused Certified Public Accountant (California License 25627, Active) who, in my 40+ year career, has been a Chief Financial Officer, Chief Operating Officer, President, Consulting Partner with a Large Regional CPA Firm and Owner of a Local CPA firm.


I have a Big 4 Accounting Pedigree in both Audit and Finance Transformation Consulting. 

Industries Previously Served

    Manufacturing    
    Retail

    Service    
    Technology

    Construction    
    Agriculture


Sectors Previously Served

    Aerospace    
    Defense

    Complex Manufactured Parts    
    Consumer Products

    Structural Steel    
    Cannabis

    Food & Beverage    
    Transportation

    Medical Devices    
    Retail

    Convenience Stores & Fuel Retailing    
    Professional Services

    Industrial Construction    
    Automotive


Services Offered

    CEO Advisory    
    Interim CEO    

    CFO Advisory    
    Interim CFO

    Fractional CFO    
    ERP Implementation

    ERP Integration    
    CRM Implementation

    Forensic Accounting    
    Manufacturing Cost Accounting

    Turnaround Consulting    
    Family Business Consulting

    Litigation Consulting    
    Business Transformation

    Financial Planning & Analysis    
    Mergers & Acquisitions

    Complex Financial Modeling    
    Business Planning

    Cash Flow Forecasting & Management    
    CXX Recruiting

        

Education

   BA –            

   MSBA –     




Claremont Mckenna College 

MSBA –     California State University, Northridge


RECOMMENDATIONS

"Dan is one of the best bosses that I ever had, mainly because he trusted me to do my job and gave me great guidance along the way."

...Jeff Franks, Director IT at American Torch Tip Company

 

"I worked with Dan for a year and a half. He was our ERP Consultant and also stepped in as acting Controller for a period of time. Dan has a very broad range of skills from Operations to Finance and successfully implemented our ERP System in addition to setting up the majority of the Accounting system and processes. Dan worked closely with each department to ensure proper processes and setups were in place. I highly recommend Dan Engel. He is an excellent asset."

...Kristin Folse, Manager, Supply Chain at Spectrolab, Inc. (a Boeing Company)

 

"Dan is one of the smartest CFO’s I’ve ever worked with."

...Kurt Nanney, President, Lamsco West

 

"Dan has very detailed knowledge of ERP and how it works in a real manufacturing environment. If you couple this with his knowledge of accounting, and his experience in operations, he can rapidly help implement an ERP system."

...Peter Knapp, President at Microtone-Nadir U.S. Inc.

 

“I often refer to you when talking with my own staff. Everything we do is for the success of everyone in the group. I’ve told my associates that I'm only suggesting taking a different route than you would like to because I believe in the long run it will help more of us on that track to success. Funny thing is, I learned this from you, but you never got credit for it because by the time I had figured it out, we had both moved on to other companies. Hard to believe that next year marks what would be my 25th anniversary at Wilwood. Time flies.“

...Terri Schladetszky, IT Manager at Wilwood Engineering

 

Reflecting on our time together, I'm grateful for the challenges you presented, even if they meant working until late to rectify errors or your constructive critiques when I fell short. These experiences, though demanding at the time, have proven instrumental in shaping me into a better individual. Your mentorship has been invaluable, and I genuinely appreciate your dedication to my growth.

...Stuart Jett, Controller at American Torch Tip Company