Dan Montgomery, CPA

Assurance Partner

West Des Moines, IA
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Dan is a Partner with over 13 years of experience in the accounting profession, with more than 5 of those years in public accounting. He also serves as a member of the firm’s Strategic Management Team.

Dan consistently works to build long-lasting relationships with his clients throughout the different industries he serves. He is committed to providing excellent, efficient service and strives to achieve clients’ goals.

When Dan isn’t serving clients, he enjoys traveling around the world with his wife, Amy, and spending time with their two dogs, Gatsby and Daisy. He also enjoys getting outdoors to play golf, fish, and hunt.

Bachelor of Science in Accounting, University of Idaho, 2007

  • Specialized audit and assurance engagements
    • Audits of nonprofits
    • Audits of governmental entities
    • Compliance Audits under Uniform Guidance
    • Housing and Urban Development (HUD) Audits and Cost Certifications
    • Defined Contribution 401(k) and 403(b) Audits
    • Tax Credit Examinations
    • Pre-need Funeral Contract Examination (Iowa Insurance Division)
  • Certified Public Accountant (CPA) in the state of Iowa
  • American Institute of CPAs
  • Iowa Society of CPAs
  • AICPA Not-for-Profit Certificate II Recipient
  • Bachelor of Science in Accounting, University of Idaho, 2007
  • Upstream Academy Emerging Leaders Academy Graduate
  • Level 5 Certified Advisor