We operate at the highest level — everything from the services we provide to our internal culture is of the highest caliber, the best we can possibly be.
We have a uniquely straightforward relationship with our clients. We won’t bullshit you or sell you on things you don’t need — we tell it to you straight, no matter what.
We believe the best plans are made with the past regarded, the present accounted for, and the future solidly in mind. We build trust and prove value by using foresight at every step.
Daniel B. Chasse
Dan brings more than two decades of specialized financial and strategic advisory service experience to his clients. In his role as Chief Operating Officer for a $750 million dollar foreign owned U. S. investment trust, he gained direct operating experience that many in the accounting profession lack.
Due to his extensive private experience, he is sensitive to a wide range of issues, integrating his knowledge on short and long term operational goals for his clients. His innovative solutions are designed specifically for each independent client. This unsurpassed business expertise is critical to Chasse & Company and the clients they serve.
Allison has been involved in the accounting profession for more than thirty years. She has a great deal of experience providing accounting, auditing and tax services for closely-held businesses. Her years of experience allow her to provide clients with tax strategies that are tried and tested. Currently as Director for Chasse & Company, she is responsible for overseeing the successful completion of accounting, auditing and tax engagements for the firm.
In addition to her management responsibilities, she is instrumental in the design and development of time-saving procedures for client service engagements, allowing staff to better serve the Firm’s clients. Furthermore, she has taken the lead in developing strong internal control systems to assist clients in managing their businesses more profitably.
With over 20 years of experience in marketing and business development, Michael ensures business continuity within the firm. From point of entry, annual service and ongoing strategy, he is responsible for initiating, maintaining and satisfying the health and well-being of the relationship between the Firm and client.
He understands the challenges business owners face and delivers a new perspective and analysis on how Chasse & Company can be a value-added member of your team. As the Firm continually grows, Michael handles all recruitment; maintaining relationships with various colleges and universities in search of the best and brightest future CPAs.
Helene is responsible for ensuring proper guidance and compliance with the Firm’s service programs and guidelines. In this manner, she maintains a proactive role in ensuring that the relationship between staff and client personnel are in line. Additionally, she handles all aspects of third party compliance including human resources, benefits, insurances and vendor relationships. As a valued member of the Firm, she maintains a close working relationship with the clients’ administrative staff for throughput and feedback.
In the simplest terms, our purpose is to provide strategic financial services to businesses planning for the future.
Our team’s diverse backgrounds in accounting, tax preparation, financial planning, risk management, and more give us a unique edge in this industry: the ability to orchestrate a holistic, multi-level strategy for improving the present and future of a business’s financials.
Our clients return to us year after year because they appreciate being treated like people, not dollar signs — we become confidants and friends, available for more than just tax advice. We approach everything with the same level of honesty, creativity, and unrelenting drive to get it right, because your financial success is our business.