An accomplished finance executive with a proven record of building and scaling businesses, Paolo specializes in providing strategic financial leadership across industries, with a particular focus on healthcare practices. Leveraging deep expertise in financial management, he helps healthcare organizations gain financial clarity and achieve sustainable growth. Core services include strategic bookkeeping, segmented profitability analysis (by service line, provider, and location), monthly financial and benchmark reporting, budgeting and forecasting, cash flow management, and financing support.

Paolo earned a bachelor's degree in accounting from Arizona State University and has been a licensed CPA since 2013.

In his free time, Paolo enjoys exploring different cultures through travel and culinary experiences with his wife and kids. He also loves spending time outdoors and staying active through a variety of leisure and fitness activities.

How are you helping the medical community?

We help medical practices achieve financial clarity and control, empowering them to make confident, data-driven decisions that drive growth and profitability.

Who do you serve?

Medical and dental practices with annual collections up to $20M, along with businesses in the professional services industry.