As President Mr. Burton oversees the operations of the company and an affiliated bookkeeping company that handles over 300 entities. Mr. Burton has extensive experience in governmental, not-for-profit and corporate accounting, management of teams and operations, and insight into growing small and medium size businesses. He believes in a hands-on approach and has expertise in implementation of accounting systems, fiscal management and financial reporting. He has a proven record of developing and implementing financial and operation controls that improve bottom lines and competitively position companies. He is an out of the box thinker that utilizes his unique background to associate across many disciplines and people.
Mr. Burton graduated from Baylor University with a M.B.A. in Finance and Accounting and was invited into the Beta Gamma Sigma honor society. He passed the CPA exam on the first sitting. He also holds certifications as a Certified Management Accountant (CMA), Certified Valuation Analyst (CVA) and Certified in Financial Management (CFM). In addition, he graduated with a Bachelor of Science degree in Civil Engineering from the University of Texas at Austin.
Mr. Burton was the Chief Financial Officer of one of the top ten largest commercial plumbing subcontractors in Texas. He oversaw financial, purchasing, human resources, office management, information systems and vision of the company. Customers included six of the top twenty largest general contractors in Houston. He managed all fiscal responsibility including the preparation of budgets, forecasts, ratios, economic models, monthly financial statements and the coordination of the annual audit. He ensured maximum net income by efficiently using cash flow management techniques and controls. He has expertise in negotiating delicate and comprehensive contracts with customers, vendors and third party administrators to ensure maximum benefit and minimum liability to companies.
Mr. Burton has previously worked for Pannell Kerr Forster of Texas, P.C., a worldwide CPA firm specializing in audit, tax and special services to small and medium size firms ($10-$250 million in revenue). He has determined economic damages and created financial models in litigation cases involving breaches of contract, patents, trade secrets and business interruption. Engagements have involved entities in the energy, financial, retail, restaurant, biotechnology and construction fields. He has completed business valuations for clients in the software, construction and energy fields. Performed financial audits on industries related to energy, financial, hotel and transportation fields. Provided consulting services, asset tracing, and fraud investigations in personal and corporate bankruptcies. Performed due diligence for clients relating to acquisitions, marketing and other special projects.
Certifications, Honors And Activities
Certified Public Accountant - American Institute of Certified Public Accountants
Certified Valuation Analyst - National Association of Certified Valuation Analysts
Certified Management Accountant - Institute of Management Accountants
Certified in Financial Management - Government Financial Management Association
Certified Public Funds Investment Training
Member, Kingsland Baptist Church
Member, TML (Texas Municipal League)
Member, SAFE-D (State Association of Fire & Emergency Districts)
Member, AWBD (Association of Water Board Directors)
Lecturer, University of Houston, CASE, AWBD, SAFE-D
Volunteerism – Prison Entrepreneurship Program, Living Water International
Advisory Board of Directors – Texas Cooperative Liquid Asset Securities System
Board of Directors – Katy Youth Basketball
Past Board of Directors, Harris County Municipal Utility District #345
Past Board of Directors, Association of Plumbing, Heating & Cooling Contractors – Gulf Coast
Dan R. Leneveu, CPA - Senior Manager
As Senior Manager of Mark M. Burton, P.L.L.C., Mr. LeNeveu oversees the day-to-day client relations and fieldwork of the firm. Dan brings over eighteen years of progressive industry experience to the firm, summarized as follows:
Controller/CFO for a private developer of software for the distribution industry.
Controller for a private distributor of home furnishings.
Assistant Controller for one of the largest freestanding children’s hospitals in the U.S.
Internal Auditor for the world’s largest company-owned and operated restaurant company.
Accounting Manager for a public holding company with manufacturing and software assets.
Staff Accountant for a public manager of long term healthcare facilities.
Dan’s greatest asset is the general accounting and business knowledge he has gained through working with small businesses throughout his career. Since joining the firm, he has enjoyed applying that knowledge on various projects and providing general accounting and consulting services to small for-profit, not-for-profit, and governmental entities. Dan especially enjoys serving alongside small business owners so they can focus on growing their businesses rather than day-to-day finance and administration.
Dan has worked with large and small companies throughout his career. Most of the experience he applies today with his clients comes from his work with the small public holding company as Accounting Manager and the two private companies as Controller/CFO. Dan has:
Prepared federal, multi-state, and local tax returns.
Performed internal audits resulting in improved compliance with policies and procedures.
Participated in due diligence initiatives for debt restructurings, private equity fundings, divestures, and acquisitions.
Handled all aspects of finance, administration, and accounting department management.
Prepared multi-entity consolidated financial statements and SEC correspondence.
Coordinated and managed multiple external audits.
Implemented and managed third party administration for various employee benefits plans including 401(k) savings, cafeteria 125, medical, and other insurances.
Prepared multi-year balance sheet account analyses and bank reconciliations resulting in adjustments and restatements of prior year financial statements.
Helped manage and direct a company turnaround resulting in eighteen consecutive months of positive cash flow and increased value to shareholders leading up to a sale.
Managed cash flow and banking relationships including lines of credit, factoring agreements, and other financing arrangements.