01
Uncover everything at intake.
I'd rather spend two extra weeks before the engagement than discover a surprise in March. The right plan needs the full picture — not a sanitized one.
About / The Operator
I've been the auditor,
the controller, and
the founder's CPA.
DANIEL STINSON
LICENSED CPA · NC #42312
CHARLOTTE, NC
Portrait placeholder · Charlotte, NC
I started in Big-4 audit and ended up running the books from inside the businesses I used to audit. Both seats — the one with the opinion, and the one with the 11 p.m. close — change how I draft a tax plan.
I'm Daniel Stinson, a North Carolina CPA. Licensed since 2018. I work with a deliberately small bench of founders so that every detail of your business gets uncovered before any plan is built — and so the person you hired is the person doing the work.
My first four years were in Deloitte's Charlotte assurance practice, where I audited insurance, retail, real estate, and manufacturing companies. I learned to read a business through its statements before its slides.
The next three were in operator seats through The Siegfried Group — controller, consolidations manager, one-person accounting department, rev rec lead, SEC reporter. Across consumer products, technology, manufacturing, and fire suppression. Public and private companies; small teams and global ones.
Today: Daniel Stinson CPA PLLC. By inquiry and referral. The plan is to keep it that way.
Operating Principles
How I work,
in three lines.
02
Proactive, never reactive.
Tax planning happens in October, not April. Decisions get modeled before they happen — not justified after. The deliverable is the plan; the return is the receipt.
03
One CPA, one direct line.
You aren't handed off to a junior. You aren't a portfolio number. The person you hired is the person doing the work — and once we're engaged, you have his direct line for when there's a question.
Career, in entries
Eight years.
Four chairs.
-
2018 — 2022
Deloitte · Assurance · Charlotte
External audit across insurance, retail, real estate, and manufacturing clients. Public-company SOX testing, technical accounting research, and quarterly review work. The Big-4 lens for how a business looks to the outside.
-
2022 — Present
The Siegfried Group
Operator seats across consumer products, tech, manufacturing, and fire suppression. Played controller, consolidations manager, one-person accounting department, rev rec lead, and SEC-reporting lead. Closed books, drafted 10-Qs, and pulled all-nighters before audit committees.
Industries servedConsumer Products Technology Manufacturing Fire Suppression -
2026 — Present
Daniel Stinson CPA PLLC
Independent practice. NC-licensed since 2018. A deliberately small bench of founder-led businesses, on a four-stage cadence. By inquiry and referral.
Credentials & Memberships
The receipts.
Licensed
NC CPA · 2018
NC CPA License #42312 · North Carolina State Board of CPA Examiners
Education
UNC-Wilmington
B.S. Accountancy & M.S. Accountancy
Memberships
AICPA · NCACPA
In good standing
Tooling
QBO · Xero · NetSuite
QuickBooks Online Advanced ProAdvisor
Inquire
The next move is a conversation, not a contract.
Thirty minutes. I'll tell you what you need — and whether I'm the one to give it to you.
Begin a conversation