How to Proactively Prepare for Next Year's Audit

Dan's professional journey spans over 15 years in public accounting, where he currently serves as a Director of Assurance Services at Cherry Bekaert, a Top 25 National public accounting firm. His extensive experience focuses on audit, compliance and advisory services for not-for-profits and state and local governments. Within the firm's Government and Public Sector industry group, Dan plays a pivotal role, leveraging his expertise to guide organizations through financial and compliance audits, including adherence to Federal and state compliance requirements.

Dan's impact extends across the Southeast, where he has led audit engagements for some of the region's largest counties, municipalities, foundations, airports, and special purpose governments. His commitment to excellence is evident in overseeing audit engagement quality, providing strategic insights during financial reporting phases, and managing the execution of audit tests.

A proactive leader, Dan identifies and implements enhancements in internal controls and processes, staying ahead of industry changes through the adoption of new standards from the Financial Accounting Standards Board ("FASB") and the Governmental Accounting Standard Board ("GASB"). Recognized for his leadership, Dan has been a featured speaker at numerous conferences, including prestigious events hosted by the North Carolina Association of Certified Public Accountants.

Beyond the boardroom, Dan is a trusted advisor, providing clients with comprehensive support in data analytics, best finance and accounting practices, grant opportunities, compliance adherence, and internal control assessments.

As a Director in Cherry Bekaert's Assurance Services practice, Lee Ann focuses on serving government and not-for-profit entities.

Prior to joining Cherry Bekaert, Lee Ann was an Assurance Principal at a large Southeast regional accounting firm. Additionally, she worked for the Commonwealth of Kentucky, serving in the Cabinet for Health Services, Auditor of Public Accounts, and Office of the Attorney General.

With more than 30 years of experience serving state and local government clients, she spent six years working in the affordable housing market. Lee Ann has served public housing agencies, multi-family housing projects and community action agencies, municipalities, counties, and special governments. She has extensive experience assisting governmental clients in implementing complex accounting standards. A well-versed expert in her field, Lee Ann is a frequent presenter on Uniform Guidance, as well as governmental accounting and auditing topics.