Daniel Gates, CPA

About Daniel Gates

Daniel Gates is a Certified Public Accountant (CPA) and Financial Reporting Analyst with a strong reputation for precision, consistency, and insight. Since beginning his career in 2019, he has specialized in preparing and analyzing financial reports that guide strategic decisions and ensure regulatory compliance. His deep understanding of accounting principles and his focus on data integrity make him a trusted resource for both clients and internal teams.

Daniel works closely with business owners and executive leadership to deliver clear, audit-ready financial statements, manage monthly and quarterly close processes, and interpret financial data in a way that drives informed decision-making. With an emphasis on transparency, clarity, and proactive reporting, he empowers clients to stay ahead of potential issues and maintain a strong financial foundation.

Education & Credentials

• Certified Public Accountant (CPA)

• Bachelor of Science in Accounting, University of California, Irvine, 2018

• Licensed in the State of California

Career Highlights & Client Impact

• Reporting System Optimization – Led internal efforts to streamline financial reporting templates, cutting report prep time by 25%.

• Regulatory Readiness – Helped multiple clients prepare for financial audits with zero significant findings by ensuring consistency and accuracy in every reporting cycle.

• Cross-Department Collaboration – Partnered with operations and HR to align payroll, expense, and revenue reporting into a unified monthly close process.

Areas of Specialization

• Financial Statements & GAAP Compliance

• Period-End Close & Reconciliation

• Internal Controls & Variance Analysis

• Management Reporting Packages

Analytical Philosophy

Daniel believes that accurate financial reporting is the backbone of confident decision-making. His methodical approach, paired with a drive to solve problems before they become issues, makes him an indispensable part of the firm’s accounting infrastructure. With Daniel on the team, clients can trust that their numbers are not only correct—but actionable.