boulaygroup.com

Dan Gerhart

Dan Gerhart

Dan Gerhart

CPA

Transaction Advisory Senior Manager

Dan combines more than six years of private-sector Chief Financial Officer/Controller experience with more than ten years of public accounting experience across many industries including manufacturing, construction, retail, distribution, professional services, software and technology, and start-up companies within the transportation industry. He leads Boulay’s Assurance Readiness services, assisting companies through post-transaction processes and successfully preparing them for future audits. With his experience working for clients of all sizes, he offers a unique perspective into solving business compliance and start-up challenges.

Dan has a deep understanding of the value of an objective accounting partner that ensures timeliness and accuracy and helps clients continually improve. He focuses on assisting newly acquired companies with net working capital true-ups, opening balance sheet and month-end close processes, and assurance readiness for year-end compliance. Dan aims to set clients up for a seamless and accurate accounting transition post-close from an M&A transaction. The result for his clients is a detailed approach to help them avoid non-compliance issues, while also explaining the “big picture” so they can make smart business decisions.

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"Having been on both sides of a transaction allows me to bring proactive ideas and outside opinions. I enjoy helping clients find areas for improvement that impact their business, and I’m passionate about seeking ways where I can provide additional value and be constantly engaged with my clients.”

Involvement

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • St. Jude’s Hero—Running to fundraise for childhood cancer research and treatment

Education

    • Minnesota State University – Mankato — B.S. Accounting
    • AICPA Licenses — Advanced Defined Contribution Plans Audit, Intermediate Employee Benefit Plans Audit
    • Certified Public Accountant (CPA)

Personal Interests

    • Traveling
    • Spending time with family
    • Fishing and being at the lake
    • Sports, running and living an active lifestyle