Daniel Cheng

Enthusiast
DISC Type : i

Managing Director at HTL CPAs & Business Advisors

Houston, Texas, United States

Overview

Daniel is a Managing Director at HTL CPAs & Business Advisors with over 20 years of experience in public accounting and auditing. A Certified Public Accountant with an Executive MBA, he specializes in advising senior finance executives and managing large engagement teams for both public and private clients.

He is passionate about collaborating with people who create a positive social impact. His entrepreneurial drive has led him to explore diverse business opportunities internationally, including ventures in Germany, the UK, Australia, and Singapore, reflecting a keen interest in global commerce.

He once evaluated a wide range of potential businesses, including funeral services, elevated shoe retail, and pet care services.

Personality Overview

Story Driven

Consensus Focused

Optimistic

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Business Advisory
As Managing Director, he deals directly with CFOs and CAOs, advising them on financial matters for both audit and non-audit engagements.
Positive Social Impact
He explicitly states a desire to work with people who are passionate about impacting society in a positive way.
Global Entrepreneurship
Has explored diverse small business opportunities across Europe, Australia, and Southeast Asia, showing an interest in international ventures.

Media Appearances

Daniel has no verified media appearances

Work History

11-2025
Managing Director at HTL CPAs & Business Advisors
11-2023 - 10-2024
Senior Manager at HTL CPAs & Business Advisors
1-2023 - 10-2024
Senior Manager at TPS THAYER CPA Firm
3-2021 - 11-2022
Senior Manager at Altus Health
1-2017 - 5-2020
Small Business Consultant at Various Companies

Education

Executive Master of Business Administration - EMBA from Quantic School of Business and Technology
Bachelor of Commerce - BCom from University of Melbourne

More Information

Social Presence :

Prographics :

Exp : 19 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Managing Director at HTL CPAs & Business Advisors
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Daniel

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Daniel take some risk or not?

  • They can take some low-probability risks if needed.

You And Daniel

Personality Compatibility


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