Dan Terhune, CPA, is a Principal and the Chief Efficiency & Transformation Officer (CETO) at Financial Solution Advisors. While he advises closely held business owners, high-net-worth families, and multi-entity organizations on tax strategy, entity structuring, and strategic financial matters, he has also spent much of his career helping organizations improve efficiency, streamline processes, and leverage technology to work more effectively.
Drawing on more than 25 years of experience in tax, finance, public accounting, and process improvements, Dan helps clients and internal teams identify opportunities to reduce complexity, improve workflows, and create capacity for growth. His approach combines technical tax expertise with a passion for continuous improvement, enabling organizations to achieve better outcomes through practical, scalable solutions.
As CETO, Dan leads firm-wide initiatives focused on process improvement, innovation, automation, and technology adoption. He also works closely with clients seeking to modernize operations, improve visibility into key performance metrics, and build more efficient organizations. Dan believes the greatest opportunities for improvement often lie at the intersection of people, processes, and technology, and that the most effective solutions are those that simplify complexity, empower people, and create lasting value.
Prior to joining Financial Solution Advisors, Dan served as a Senior Tax Manager at a Top 10 national accounting firm, where he advised closely held business owners, high-net-worth families, and multi-entity organizations on tax planning, entity structuring, and strategic financial matters. Earlier in his career, Dan served in a dual role overseeing Tax Accounting & Reporting and Tax Process Improvements for a publicly traded utility company in northern New Jersey. In addition to his tax responsibilities, he led initiatives designed to streamline processes, improve efficiency, and support more effective business operations.
Dan takes a listen-first approach to working with clients, believing that the best solutions begin with understanding the full picture. He is committed to being a trusted resource and advocate for his clients, even when the answer is outside his own area of expertise. Whether the solution comes from his experience, another professional within Financial Solution Advisors, or a trusted specialist, Dan’s priority is ensuring clients receive the guidance they need to make informed decisions and achieve their goals.
Dan earned a B.S. in Accounting and a B.S. in Finance from William Paterson University in New Jersey. He is a licensed Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
Dan resides in the Fruit Cove section of St. Johns, Florida, where he enjoys spending time with his wife, Alexandra; his Great Danes, Nemo and Enzo; and friends. Outside of the office, he enjoys playing golf and is an active member of a weekly bowling league, where he currently serves as president. In addition, Dan serves as Treasurer of the JAX Chamber Health Council Board of Directors. He previously served as chair of his local office community initiative, coordinating volunteer and fundraising efforts in support of local charitable organizations.