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Daniel Leshman

CPA

Senior Manager

Professional Overview

Daniel has more than nine years of public accounting experience and focuses on providing assurance, consulting, and advisory services to public and private employee benefit plans. His customer base has included defined contribution plans, defined benefit plans, employee stock ownership plans, health & welfare plans, and 403(b) plans. His wide-ranging customer base has gained him significant exposure to complex benefit plan transactions, industry best practices, and access to a vast network of service providers.

Education, Credentials and Special Training

  • Certified Public Accountant
  • B.S., Accounting, Clemson University

Professional Affiliations

  • American Institute of Certified Public Accountants
  • South Carolina Association of Certified Public Accountants
  • Southeastern Benefits Education Network

Services

Assurance & Attestation Services

Attestation & Other Engagements

Audits, Reviews, Compilations

Employee Benefit Plan Audits

Industries

Financial Services