My motivation has always been my clients. I like to think of my clients as my friends. I truly would like to be friends with my clients. It motivates more than anything else.
I have more than twenty years if estate accounting experience. I was central to the development of the estate-a-base, estate accounting product.
Through my interactions with estate-a-base clients over the years, I developed profound insight into the estate accounting. I also was exposed to many of the unique and complicated situations that can occur in the financial matters related to estates and methods that can be used to represent these in the fiduciary accounts.
I can also help with the accounts for power of attorney matters, guardianships, and trusts.
I am a member of CPA Ontario (CPA, CGA). My practice is a registered firm with CPA Ontario and carry the required public practice insurance. Over the last 30 years, I have accumulated a number of business related qualifications. These allow me to bring understanding to complicated estate and business matters. For details of qualifications and publications please see my LinkedIn profile https://www.linkedin.com/in/dan-mcaran-3078a116/