|
|
|
|
|
|
||
|
Daniel D. Morris
Profile and Contact Information
Mission: "To elevate CPA services to the 'WOW'"
Daniel D. Morris is a partner in the San Jose CPA firm of Morris + D'Angelo, and a founder of the VeraSage Institute, a think tank dedicated to teaching Value Pricing to professionals around the world.
As a frequent speaker at CPA events and conferences, and a consultant to CPA firms on implementing Total Quality Service and Value Pricing, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1998 and has authored six courses for them, including: You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Ronald J. Baker); Trashing the Timesheet: A Declaration of Independence (with Ronald J. Baker and Justin H. Barnett of the VeraSage Institute); and Leveraging Your Firm’s Social Capital: Implementing The Concierge Service Model (new in 2002).
Dan received his Bachelor of Science from the University of Oregon and started his career at Ernst & Young in San Jose. Dan is active with the California Society of CPAs and holds various leadership positions including President of the Silicon Valley San Jose Chapter, marketing committee chair, MAP committee chair, charter member of the State marketing committee, and serves on the California State Council. Dan is regularly interviewed and quoted by the San Jose Mercury News along with newspapers across the country. Additionally, Yahoo Finance has interviewed Dan and Dan has written articles for the California CPA Magazine and the Journal of Accountancy.
Dan is a graduate of Community Leadership San Jose and has held the office of President of the leadership alumni association. He is active in community issues and enjoys a good policy discussion anytime.
Dan is responsible for his firm's marketing efforts and specializes in tax litigation/audit issues, AMT tax planning for high net-worth individuals, export tax incentive planning, and strategic management consulting for closely held businesses in the areas of leadership development, performance measurement, and pricing.
To contact Dan Morris:
VeraSage Institute 1011 W. Taylor Street San Jose, CA 95126 Phone: (408) 292-2892 Fax: (408) 793-2832 Email: dan@verasage.com Web site: www.verasage.com
|
|
|
