Typical Large Business Structure
CEO Sets mission, works with board, ensures marketing focus
COO Oversees business operations
CFO Maintains financial stability, ensures cash to grow, maintains regulatory compliance
Many small businesses and non-profits might have a bookkeeper, which results in all of the above three roles being played by the CEO. At DALLE we’ve created a special niche by providing strong accounting support and guidance plus regulatory compliance through a unique team-based model. Becoming the financial partner you’ve always wanted while allowing the CEO to focus on the essentials.
We’re accountants, not bookkeepers. We can handle the entire spectrum of business activities, from simple transactions to the most complex financing, mergers and acquisitions.
We work as a team. So you can benefit from diverse expertise and perspectives while having multiple points of contact within our organization.
We ask questions. So you can make financial decisions that make sense.
We anticipate your needs before you do. Which means we can stop problems before they arise.
We educate you. Supporting our recommendations with rigorous analysis and helping you understand how you can benefit from doing things differently.
We interact with you on a regular basis. Because service isn’t everything. It’s the only thing.
We leverage our depth and breadth of wisdom and experience gained from serving many diverse industries to bring you a wealth of cost saving opportunities.
We don’t take shortcuts because we’re in business to do the best possible job for you. Period.
Maybe that’s why the referrals of satisfied clients have been our best source of new business. And why we serve clients in more than 10 states across the country.
WE OFFER YOU:
To provide you with better, more efficient service, we relocated to our current office in Watervliet at the end of 2017. Our office features ample, worry-free parking and amenities designed to keep our clients comfortable and maximize our team productivity.
Tax preparation is merely a compliance function for so many businesses. In fact, many business owners only talk to their accountant once a year. But accounting provides critical information that should be used all year long through frequent interaction.
Typical CPA firms provide a compliance service ensuring laws, rules, and regulations are followed. In contrast, DALLE Accounting offers you knowledge of financial information on a regular, actionable basis that helps your organization move forward and accomplish your goals.
With compliance-focused accounting, you’re not going to be able to utilize your profitability often enough to make informed decisions. If your accounting is knowledge focused, profitability information is more readily available by project, by grant, by marketing initiative or line of business to make stronger, more timely data-driven decisions.
We don’t prepare thousands of tax returns like many firms. Instead, we continually prepare you for growth and success by educating you, providing feedback and analyzing how your tax liabilities can be managed or lowered.
Dan Lortie, CPA, CTP
Dan co-founded the firm in 2006 with the goal of offering strong accounting and financial management skills to small businesses and non-profit organizations that could not afford a full-time accountant or chief financial officer. Like many small business owners, Dan understands what it takes to start a business from scratch. Starting DALLE Accounting as a part-time business with no employees or clients, Dan has led the firm to continued growth where it now employs 15 staff members and serves more than 120 corporate and 200 individual clients.
Dan is a certified public accountant and a certified treasury professional. He has a master’s degree in insurance from the University of Hartford and a bachelor’s degree in business administration (accounting) from Siena College. Dan has served on several local boards as well as national committees in cash management.
Dave Brownell, CPA
Dave joined DALLE Accounting in 2016 after serving in various Chief Financial Officer and operations roles. Prior to that, Dave worked in public accounting, six years with a Big Four firm. Dave brings a technical accounting acumen to his clients that helps them strengthen their reliance on accounting information, make strong business decisions, and maintain regulatory compliance. Dave leads a team of accounting professionals serving for- and non-profit clients. Dave holds a bachelor's in business administration (accounting) from Siena College and is a NYS Licensed CPA.
After a strong career in the hospitality industry, Jim joined DALLE Accounting in 2018 to strengthen our service team. Supervising a team of accounting professionals, Jim helps his clients evaluate operational efficiency, prepare budgets, and ensure compliance with a variety of regulatory requirements. Jim holds a bachelor's in business administration (accounting) from Siena College and prior to working in the hospitality industry, had a short career as a tax preparer and auditor.
Jessica joined DALLE Accounting in 2019 bringing with her with 17 years of experience previously working in fund administration. Jessica has provided financial and accounting services to clients as a senior management professional. She is well equipped to manage the day–to–day financial accounting of an organization to ensure smooth operations, while giving owners’ and Executive Directors’ greater freedom to focus their efforts on growth and producing business.