Daniel Gregory, PAFM

Firm Administrator

Daniel is passionate about people and culture and believes “when you take care of the people, the people will take care of the business.”

Daniel’s love for people and his genuine desire to support their success led him to embrace a career in firm administration. He finds fulfillment in witnessing others thrive and reach their full potential, which in turn contributes to the overall success of the firm.

Areas of Expertise

With over 15 years of experience as a firm administrator, Daniel has honed his skills and acquired valuable expertise in his field. One of his strengths lies in his ability to envision the broader perspective, effectively piecing together various elements to form a cohesive whole. He possesses a keen eye for identifying challenges and areas that could benefit from improvement. By implementing efficient processes and procedures, Daniel enhances productivity and streamlines operations.

Daniel is currently the Secretary / Treasurer on the board of the CPA Firm Management Association. This role reflects his commitment to advancing the profession and fostering growth within the industry.

Membership & Professional Associations

  • Society for Human Resource Management (SHRM)
  • CPA Firm Management Association (CPAFMA)
  • National Society of Leadership and Success (NSLS)

More About Daniel

Daniel has spent most of his career as a firm administrator for multiple accounting organizations of varying sizes.

Daniel is working toward his B.S. in Business Administration with an emphasis in accounting at Western Governor’s University. He is also a graduate of CPA Firm Management Association’s First Leadership Institute.

Your Superpower
“Being proactive. When you have to be reactive, you waste creativity. Life is a lot less stressful when things are done.”

“Batman. He has tools and gadgets for everything!”

Coke or Pepsi
“Diet Dr. Pepper.”

Least favorite word
“ASAP – as soon as possible is REALITIVE to the person. If you need a timeline, you must give it in specifics because it means different things to different people.”