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Show Summary

We are talking with Dan Morris about how to eradicate the billable hour. We’ll learn some great insights on how your reputation can be a form of capital for your business.   He brings to light how the quality of your discovery calls depend on the superiority of your questions. Welcome to episode 71 of the Grow My Accounting Practice Podcast.

Our Guest 

Dan Morris

Mission: “To be the Ultimate Dragon Slayer”

Daniel D. Morris is a sought after global expert in multi-national business structuring, tax optimization, and asset protection.  Leveraging over thirty years of holistic accounting, tax, and business advisory services to successful entrepreneurial and family-based enterprises, he serves emerging and middle markets.

Dan began his professional accounting career in 1984 Ernst & Young in Silicon Valley, California. Today, he coordinates his services by leading Morris + D’Angelo, a Silicon Valley and Los Angeles based accounting and tax specialization firm.  Additionally, Dan leads the consulting services for Strategic Global Advisors, a Nassau based global tax and business structuring advisory service, and is a co-founder of  the VeraSage Institute; a think tank dedicated to assisting the professions and knowledge workers.  

As a frequent speaker at conferences, leadership development events, and seminars, and a consultant to professional service firms on Ethics, Implementing Global Business Strategies, Asset Protection, Emerging Technologies, Total Quality Service and Value Pricing, his work takes him around the world. He has been an educator with numerous professional associations since 1998 and has authored, developed, and presented fifty courses, seminars, and conferences on topics including asset protection, international tax strategies, emerging technologies, ethics, pricing, and customer economics

Dan received his Bachelor of Science from the University of Oregon and has serviced customers since 1984.   Dan is active with the California Society of CPAs  and the AICPA. Dan has helped establish a number of Silicon Valley start-ups including Signio that was acquired by Verisign for $1.2 billion in 2000.

Dan is regularly interviewed by local, national, and international media and has global responsibilities for client services in the areas of business structuring, tax optimization strategies, asset protection design, and strategic management consulting for closely held businesses.

Show Links

Website: www.cpadudes.com

Personal Blog: www.qualesit.com

ThinkTank Blog: www.verasage.com

Twitter: https://twitter.com/morriscpa

LinkedIn: https://www.linkedin.com/in/danieldmorris

Corporate Partners

Receipt-Bank – Software and service to make the gathering, storage & processing of bills, receipts and invoices as easy and as cost effective as possible for businesses.

Nextiva – VOIP phone providers for small businesses.

Fundera – Single source online funding for entrepreneurs. Also offers an adviser program for CPAs, bookkeepers and business coaches.

Fundbox –  the simplest and fastest way to fix your cash flow by advancing payments for your outstanding invoices.

Xero– Accounting software with all the time-saving tools you need to grow your business. Xero is always secure and reliable and our experts are here to support you 24/7.