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Daniel Keefer, CPA, CVA

Audit Manager

Mr. Keefer is an audit manager at CBM-Councilor, Buchanan & Mitchell, P.C. and has over nine years of public accounting experience. He provides accounting, individual taxation and business taxation to firm clients. Dan has specific industry expertise with closely held corporations, dealerships, employee benefit plans, and high net worth individuals.

Professional Qualifications and Education

  • Certified Public Accountant, Maryland
  • Certified Valuation Analyst (CVA)
  • Bachelor of Science (Accounting), Frostburg State University

Professional Associations and Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Greater Washington Society of CPAs (GWSCPA)
  • Maryland Association of CPAs (MACPA)
  • Young and Emerging Accountants (YEA)

Point of View:

  • Always try to deliver and exceed client expectations and consider ways or ideas that are helpful to them.

Influence:

  • Both of my parents. They were both hard workers and showed me a tremendous work ethic. They also pushed me in my younger years and set a great example for me to follow as I progressed.

Mentor:

  • I have had several partners and managers at CBM that have been great mentors to me. I began at CBM right out of college and many people at the firm have helped me and provided guidance along the way.

Inspiration:

  • My kids and family inspire me. They keep me on my toes and provide inspiration each day to provide for them and be the best I can for them.

Lightning Round:

  • What is your favorite memory? My two kids being born
  • Where is your favorite place to spend time? Beach time with my wife and kids
  • What are four to five words you think describe you. Patient, determined, thoughtful, helpful
  • Who is someone who you admire? Service members, police, first responders