Getting to Know: Dan Matteo

September 14, 2017

RDHB’s directors and managers provide invaluable counsel, fresh ideas, and keep things running smoothly for our clients. Our leadership Q&A series is meant to give you a peek into who they are—both inside and outside of the office.

So far, we have learned that Chris Harris doesn’t believe in luck, and Debra Ange could eat salad for every meal until her dying day… and so much more.

In installment #3, we’ll get to know the man behind RDHB’s client services, Dan Matteo. Let’s get started.

Name: Dan Matteo

Title: Director of Client Services

Time at RDHB: 2 years

How do you spend your days at RDHB? Slaving at my desk – Just kidding. 

I typically field client questions about all aspects of their accounts, from tax to audit to bookkeeping to strategy to billing. I work on special client projects like cash flow management, budgeting, strategic initiatives, buying and selling businesses, or anything outside the normal “tax and audit.” I also handle a few internal firm initiatives like technology, human resources, and some facilities work.

What three words would you use to describe RDHB? Driven. Fit. Fun.

What do you like most about working at RDHB? The fast-paced atmosphere, transparency, and willingness of the partner group to make necessary changes for the greater good of the firm.

Why did you choose a career in accounting? What led you to RDHB? I started a business when I was 9 years old mowing lawns. That eventually turned into a full-service landscaping business, and I tried a number of different entrepreneurial businesses as I got older. Then it was time to go to college. I still had no idea what I wanted to do, so my father (a local CPA) recommended I learn “the language of business” and study accounting. From there, I was able to see the difference between successful and unsuccessful business, business owners and ideas, but I was also fortunate to have the opportunity to be involved in running a firm. I love what I do and therefore want to stay in the profession, continuing to help others navigate through the ups and downs.

I chose RDHB because the whole firm’s culture is centered around this drive; they know to account but they also know how to run a business, and everyone loves what they do.  We’re transparent and treat each other like family.

Where is your hometown? Batavia, N.Y.

Tell us about your family. I have the best family you could ask for. They mean the world to me and are the main reason for my success.

What is your favorite hobby? I have a lot (probably too many). I like to spend time in the woods cutting down trees and digging ponds; wake to the board and spending time on the lake; working out and playing tennis; cars; politics; and working on projects around the house.

How do you spend the majority of your time outside of work? With family and friends. All of my hobbies are centered around spending time with the people who keep me motivated and understanding differing perspectives.

Name one thing that people would be surprised to know about you.I’ll probably retire by working for a construction company, digging holes on big machines.

What do you consider to be your greatest accomplishment? I don’t really have any big accomplishments – just small victories along the way.

You work in accounting, so it must be asked: What is your favorite/lucky number, and why? 23. It’s the day I was born and the number worn by a few great athletes.

What is your favorite thing about the Rochester area? What is your favorite thing to do here? My favorite thing is to be active. You can run, bike, swim, boat, ski, enjoy the arts, eat, etc. Within a couple of hours, you can do just about anything.

What gets you out of bed in the morning? Our dog – she rolls on her back and whines until you get up and feed her.  I’d rather work late than get up early.

Favorite TV show to binge-watch? Right now, Billions.

You can eat only one food for the rest of your life. What do you choose? Beef Burgundy (a German dish made by my Oma).

Where is your most favorite place you have ever visited?NYC or any of the Finger Lakes.

What is something you wish you could do, but can’t? Remember anything.  I have the worst memory in the world.

Name one thing that is on your “bucket list.”Skydiving.

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RDG+Partners wants to be the primary advisor for motivated business owners. The firm is committed to providing boutique level accounting, tax and business consulting services to the Rochester, NY community.