Mission: “To elevate CPA services to the ‘WOW’”
Daniel D. Morris started his accounting career in 1984 Ernst & Young in San Jose, California. Today, he is a founder of VeraSage Institute, a think tank dedicated to promulgating and teaching Value Pricing, Customer Economics, and Human Capital Development to professionals and businesses around the world. Additionally, Dan is one of the founding partners of the Silicon Valley based CPA firm Morris + D’Angelo.
As a frequent speaker at conferences, leadership development events, CPA seminars and conferences, and a consultant to professional service 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 and instructed over a dozen courses for them, including: Mining Your Assets: Implementing the Concierge Service Model; Everyday Ethics: Doing Well by Doing Good (with Ronald J. Baker); You Are What You Charge For: Success in Today’s Emerging Experience Economy (with Ronald J. Baker); Developing Today’s and Tomorrow’s Firm and Community Leaders; and Trashing the Timesheet: A Declaration of Independence (with Ronald J. Baker and Justin H. Barnett of the VeraSage Institute).
Dan presents frequently at national and regional conferences including, the Professional Pricing Society, International Cemetery and Funeral Association, American Institute of Certified Public Accountants (AICPA), Association of Accounting Marketing Executives, Principa Alliance, Midwest MAP (Management of Accounting Practice) Conference, IOMA, and various state CPA society educational organizations (Texas, Massachusetts, Iowa, Kentucky, Ohio, and Indiana).
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 has held various leadership positions including president of the Silicon Valley San Jose chapter, marketing committee chair, MAP committee chair, and was a charter member of the State marketing committee. Dan serves on the CalCPA Council and is an active member in the Communications Advisory Committee. Additionally, Dan is a member of the AICPA “Group of One Hundred”, a think tank of leaders to address the future of the profession. Dan was a founding member of CPAs Reforming our Profession (www.cpas4reform.com) and served on its executive committee. Dan is regularly interviewed and quoted by the San Jose Mercury News and has published articles in California CPA and the Journal of Accountancy. A leading commentary on the value of Dan’s articles is that they are regularly republished by other state CPA societies.
Dan is a graduate of Community Leadership San Jose and served as the President of the leadership alumni organization and was instrumental in creating a leadership development program for San Jose high school students. 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, foreign sales tax planning, and strategic management consulting for closely held businesses.