As a distributed company, not only do we serve our clients remotely but our team members work remotely as well. We understand the accounting, bookkeeping, cash flow management, and tax nuances of running a distributed company. We pride ourselves on our ability to provide the highest quality Virtual CFO services and 401(k) Audits while working remotely with (and for) our customers, and we couldn't do any of it without our amazing team.
Every month we spotlight one of our employees so you can get to know us better.
This month we bring you: Dave Danic
- What’s your role at Summit? How long have you been there?
I’m the Director of Tax Services and I’ve been with Summit for nearly four years. It will be four years in November.
- What’s your favorite emoji?
The hard rock–n-roll emoji—the hands making the horns. It shows much more enthusiasm than a simple “thumb ups” emoji. 🤘
- Do you recall any embarrassing moment at work?
We have a housekeeper. One day a few moments after she was vacuuming, the HVAC repairman arrived and a treadmill repair person arrived at the same time. It was “repair day”, all within 30 minutes. My client asked, “do you do anything yourself?”
- Favorite travel spot?
Southern France—I love the beaches. My wife studied French, so she knows the country and the language well. The ocean colors were surprising—very different from the colors of Midwest lakes.
- How do you define success?
A client thanking you for helping them. That’s successful. Personally, my kids running home and wanting to spend time with me is also “successful.”
- If you could only drink one beer for the rest of your life, what would it be?
Bud Light Lime. I’ve never had a bad time while drinking it.
- If you were to write a self-help book, what would the topic be?
I see walking into a room as an opportunity to meet everyone there. My wife is the complete opposite. I would write a book on how to carry on a conversation with someone you don’t know. Networking gives me energy. I’d like to somehow teach that.
- What is the most important thing you have learned in the last five years?
Don’t sell myself short—be more confident in my knowledge. Don’t be afraid to say how I feel and provide answers.
- What would people never guess you do in your role?
I actually like what I do. Every new tax issue is a challenge that can be solved; it’s a puzzle. I solve puzzles. There’s usually an answer.
- What does true leadership mean to you?
Finding joy in seeing others succeed.
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