Dan Bergs, Wegner CPAs
IB’s Professional of the Week is the premier way to meet Dane County’s professionals. This week features Dan Bergs, senior manager, Wegner CPAs.
What are the most challenging and rewarding aspects of your job and why?
The most challenging aspect of my job is time. There are a lot of obligations in my current position to serve clients, help staff grow, and handle administrative duties. As a service provider, I take a lot of pride in timely service for our clients. I enjoy helping staff grow in their careers and teaching them how to become successful professionals. Handling administrative duties and helping our team grow is another important part of my role. These are challenging to balance, especially during tax season when I have opportunities to serve lots of clients but need to find a balance to also spend quality time with my family and children. There are several rewarding aspects of my job. One is when planning with a client works out perfectly and we can save a lot of tax dollars based upon quality tax planning. Another is when staff grow in their career and get promoted. It is fun seeing others succeed and grow in their career when I can help them grow and provide professional advice.
Who do you look up to or admire in business and why?
One person who I look up to is Mark Cuban. He is the owner of the Dallas Mavericks NBA franchise, among many other business investments. He is very intelligent and looks to solve problems and help other people who have startup companies become successful. He takes pride in giving back to the community and using his skills to help other businesses grow. My brother-in-law has a friend who works for the Dallas Mavericks’ ticket office and when he attended a game while visiting his friend, Mark Cuban walked over and said hi to his friend — who wasn’t even wearing a nametag — by name and introduced himself to my brother-in-law. Having that type of connection with employees and taking time to form relationships with employees while you are billionaire says a lot about his character. He also has a good sense of humor because before he left the conservation he said, “I should have picked Giannis,” referring to Milwaukee Bucks’ superstar Giannis Antetokounmpo.
What has been the high point of your career so far?
The high point of my career was getting voted into our path to partnership program last summer. I am blessed to be part of such a great company and am excited to learn more and get more involved in the leadership of the firm. Our partnership team requires leadership training to help build up leaders in the company. Taking a part in leadership training last year was extremely valuable for me as a professional. It helped me focus more on “we” and less on “me.” It was a wonderful learning experience to focus my time on helping our team grow and develop, and less time focusing on how well I am doing personally.
Thinking back on your career, what advice would you give your 21-year-old self?
Patience is a virtue. That is something that my mom has been telling me since I was young. As a young professional with a lot of ambition, it was very easy to always think that I was ready for the next promotion and challenging project. As time progresses, I have learned that being patient and taking things in stride is very beneficial. Learning to be patient can help reduce stress and can help with perspective as well.
What would you say are the best things about living and working in Dane County?
There are definitely a few things that stand out. One would be the great food and restaurants. There are always new restaurants as well as the staples in the community that provide a wonderful meal. We love our Badger Saturdays and going to Camp Randall for Badger football games. We also enjoy the farmers market during the summer and Concerts on the Square.
Do you have any secret talents or abilities that people would be surprised to discover?
I am a previous back-to-back winner of our company’s lip sync tax party competition. I have very limited musical talent, but I can apparently fake it well. I enjoy entertaining, being silly, and having fun. I can’t sing worth a lick, so I am hopeful that my wife will pass on her musical gifts to our kids.
What are your guilty pleasures?
Every Friday at our house, we do a pizza night and Disney movies with our kids. Honestly, I am not sure who is more excited between our kids and myself. I really enjoy Disney children’s movies and can oftentimes be found listening to a children’s Disney music station on Pandora while working on tax returns. Sometimes after a movie, we will even do an impromptu Disney dance party.
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