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Executive summary

Dan Nagle strives to be the trusted advisor dedicated to helping clients achieve their goals. When working with clients, his focus is not to simply provide tax and accounting advice, but to be his clients' most trusted advisor in all matters.

The clients he typically works with include the following:

  • Manufacturing Companies – he has several clients and years of experience in the manufacturing sector.
  • Technology Companies – he is part of our technology group where he is dedicated to bringing expertise to the table.
  • Startup Companies – advising on corporate structure to ensure your entity is set up effectively and efficiency from the get-go. He also advises on a financial framework with the goal of becoming profitable as quickly as possible.
  • Companies in need of assurance – often users of financial statements (for example, shareholders, financiers, government) require your entity's financial statements to contain assurance (i.e. review or audited statements/reports). Dan has several years of experience in this area.
  • Growth Companies – assisting clients through growth to avoid barriers to success.
  • Companies with foreign reporting requirements.

Practice area

  • Business Advisory Services
  • Business Consulting
  • Business Growth Strategies
  • Tax Planning and Consulting
  • Corporate Structure Review and Optimization
  • Strategic Planning
  • Business Succession Planning
  • Cash Flow Analysis
  • Start Up Companies
  • Audit Services
  • Review Engagement Services
  • Accounting Systems
  • Business Valuations
  • Mergers and Acquisitions

Professional designations and education

Wilfrid Laurier 2005 Economics and Accounting

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