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Dan Merritt, CPA, MBA, CGFM

Contact
Senior Manager, Assurance and Financial Reporting


Location
Jackson, MI
517.787.6503


Education
Albion College
BA, economics and accounting

Eastern Michigan University
Master of Business Administration


I always put focus on gaining the trust of my clients through collaboration and open, honest communication.”



Current Role

Dan is a member of the public sector assurance group and manages a wide range of assurance and consulting engagements. Dan provides client services that include external audit, grant compliance, financial statement review, and consulting. He works extensively with municipalities, counties, school districts, and special purpose governments. Dan believes in approaching problem solving with a solutions-oriented mindset, promoting transparency through high quality financial reporting, and providing great client service through effective communication.

Dan specializes in GASB standards, fund accounting and financial reporting. Dan also regularly leads federal award compliance engagements.

Service Areas

  • Governmental assurance
  • Federal award compliance audits (single and program-specific audits)
  • Financial reporting
  • Consulting and compliance for governmental entities

Experience

Dan began his career with Rehmann in 2013. He also worked for several years at a Michigan-based university as an accounting and financial reporting manager.

Over his time in public accounting, Dan has consistently valued working closely with his clients to make sure that their financial reporting is high-quality and meets required standards.

A Closer Look

  • Focused on the success of his clients and engagement teams, Dan has led both internal and external trainings related to federal compliance audits (single audit).
  • Dan is an active member of several associations include the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants and the West Michigan Chapter of the Association of Government Accountants.

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Resources contributed to by Dan Merritt, CPA, MBA, CGFM