Calegari&Morris, Certified Public Accountants

Daniel A. McGee received a BA in business administration from the University of the Pacific then spent the next 5 years working in San Francisco, first as an internal auditor for Bank of America and then as an accountant for Boise Cascade. While employed by these two large organizations, Dan realized that he wanted to work more closely with smaller companies where he could use his business acumen and skills to directly impact their financial wellbeing. With this goal in mind, Dan joined Calegari & Morris in 1975. Dan has a variety of clients in many industries, including lending, management, and real estate development; however, he concentrates on the professional service industry, specifically legal firms, dental and medical practitioners, and related entities. Because of his extensive experience in the field, Dan is able to develop performance benchmarks with which his clients can measure their productivity and profitability objectively—an activity that helps them set realistic goals.

Dan is married and has 3 children. A native of the San Francisco Peninsula and a graduate of Serra High School in San Mateo, he also actively supports the developmentally disabled community. Dan is a past president of PARCA, the Peninsula organization for children and adults with developmental disabilities and their families. Currently, he is Treasurer of Festa Foundation, a non-profit that addresses funding issues for the Bay Area's disabled community. Dan also plays USTA team tennis with the Peninsula Tennis Club and Olympic Clubs.. He's an avid duck hunter and fly fisherman.

Dan McGee on Calegari & Morris:

"At Calegari & Morris, we're committed to providing accurate and timely financial information in understandable formats that enable our clients to plan and achieve their business and personal objectives. Unlike many CPA firms, we've learned that the way to distinguish ourselves is to proactively review goals and to develop detailed financial reviews that let us asses a client's financial progress and overall productivity."