An accomplished finance executive with a proven track record of building and scaling businesses, Paolo specializes in providing strategic financial leadership to a variety of industries, with a strong focus on healthcare and medical practices. Leveraging his expertise in financial management, he equips medical practices with the tools and insights needed to achieve financial clarity and sustainable growth. Paolo’s core services include monthly financial and benchmark reporting, budgeting and forecasting, cash flow management, tax planning and strategy, lender financing, M&A support, and exit planning.

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 son. 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 healthcare and medical practices thrive financially by delivering insightful financial reporting and guidance, streamlining processes, and implementing strategic solutions to control overhead costs and maximize earnings.

Who do you serve?

Healthcare and medical practices, professional services, and real estate industries.