Dan Mallory Email & Phone Number

Decatur, Ga, Us

As a seasoned Fractional CIO with deep expertise in the CPA advisory space, I offer strategic leadership to elevate firm's IT capabilities. My approach focuses on helping the business understand how technology can support, and often drive, well formed objectives. This includes helping IT teams articulate what is keeping them so busy already and developing ways to free up strategic time. With a proven track record of enhancing IT operations within accounting firms, I aim to provide long-term, impactful guidance as part of your leadership team.

San Francisco, Ca, Us

As VP, Enterprise Business Solutions at Liscio, I support our strategic push into the large firm market, specializing in client experience innovations for the CPA industry. My role encompasses product development and supporting sales initiatives, ensuring our solutions meet the complex needs of larger clients. I am dedicated to delivering exceptional software services that transform how clients engage with CPA & Advisory firms.

Edmond, Ok, Us

Specializing in CPA & Advisory Services with a focus on digital innovation (Data, Automation, Application Development), I employ a diverse toolkit including Maturity Assessments, Data Blueprinting, and Digital Strategy Roadmaps to elevate businesses.As a Fractional CIO, my expertise extends to IT Leadership Coaching, ensuring business-technology strategic alignment, and implementing robust IT Governance frameworks.

Atlanta, Georgia, Us

Atlanta, Georgia, Us

Atlanta, Georgia, Us

Administer / develop internal MS SharePoint environment, Time and Billing (Practice Engine), Document Management System (Pfx Document). MS SQL DBAManage internal Help Desk team. Liaison between service lines, IT, Marketing, and Internal Accounting teams in developing workflow to improve existing technology as well as thoughtfully implement new ideas.

Atlanta, Georgia, Us

• Performed IT Risk assessments – Reviewed companies IT infrastructure, staff, policies, procedures, controls in order to perform gap analysis with guidance on remedies. • Privacy Management – Used General Accepted Privacy Principles (“GAPP”) and various frameworks to provide gap analysis with recommendations in preparation for SOC 1 Report• Completed POS system selection for retail client while assisting them on initial PCI Compliance.

Atlanta, Georgia, Us

• Responsible for 10 person team providing IT Consulting, Workflow Consulting and end user training for document management system designed for accounting firms. • Project Manager on re-development of document management software working directly with Malaysian software firm. (Client interviews, specification development, etc) Product sold to CCH Tax and Accounting upon completion• Portfolio Management – Responsible for WIP allocation, invoicing, overall efficiency of 550 + client implementations over contract duration• Provide pre-sales support on larger clients/host onsite visits/demos/site surveys• Group implemented DM in over 550 clients representing 20,000 accounting users over five year period

Atlanta, Georgia, Us

• Install and configure .NET product w/ SQL backend • Traveled throughout US working with accounting firms to implement Document Manager • Responsible for developing IT Consulting best practices, installation documentation and pre-installation documentation.• “Americanized” British based version of time and billing software customizing web/windows based applications along with report generation using MS Access based reports and MS SQL stored procedures.• Lead implementation/conversion from existing AS400 Time & Billing system to present. • Customized web / windows based applications around firms workflow, VBA, VB6, SQL Server, MS Access• Report generation using SQL SP’s, Active Reports, C#

• Software engineer working with kiosk software which provided public access in telephone booth like device for surfing web, using MS Office apps and other business functions. • Technologies used in development – Visual Basic 6 Front end, MS Access, MS SQL Server 2000 • Created reports to be viewed on the web browser using ASP, HTML and Data Access Pages • Responsible for locating and integrating new technologies by creating working prototype models. (Example – IP telephone in kiosk) • Created customer service database using MS Access 2000/VB6 used for logging/tracking service calls. • Prepared Technical and User documentation.