Overview
Paul is an audit principal in the Tampa office of CliftonLarsonAllen, LLP and is the firm's franchsing leader. Paul has more than 20 years of accounting experience. He specializes in working with retail industry and technology companies that are venture capital or private equity backed to assist them with financial reporting compliance requirements based upon their existing financing and equity arrangements. In addition, Paul is very familiar with complex accounting issues related to mergers and acquisitions, revenue recognition and equity awards and transactions. He was hand-selected to assist three clients in successful exits of existing portfolio companies, all in excess of $60M each.
Paul also assists franchisors and franchisees with reporting and tax compliance as well as working with them to structure agreements to achieve results.
He has also had significant experience, both globally and domestically, with Ernst & Young in their assurance practice as well as serving as a CFO for an energy services company specializing in the delivery of engineering, procurement and construction management support in the power industry.
Education
Bachelor of Science from LeMoyne College
In the community
Participant - panel discussion at the 2011 Florida Venture Forum annual conference
Member of American Institute of Certified Public Accountant
Member of Florida Institute of Certified Public Accountants
Former Treasurer of the Board of Directors of the Tampa Bay Technology Forum
Former President of the Board of Directors and Chair of the Finance Committee of Keep Tampa Bay Beautiful
Former Treasurer of STAR Technology Enterprise Center
Former Member of the Florida Institute of CFO's
Graduate - Class of 2011 Leadership Tampa
Graduate - Class of 2008 Tampa Connection
Graduate - Class of 2018 Leadership Tampa Bay
Speaker at Intacct's 2017 National Conference
Speaker at Tampa chapter of International Franchise Association September 2017
Treasurer at Tampa Bay Innovation Center