Paul Lipcius
Partner, CFO Advisor @PracticeCFO
San Diego County, CA, US
EMAILS
p•••@practicecfo.com
MOBILE NUMBERS
+18•••••••40
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WORK HISTORY
Jun 2016 — Present
Partner, CFO Advisor @PracticeCFO
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PracticeCFO provides comprehensive financial services to dental practice owners. Our services include business and personal financial planning, asset management, retirement plan oversight, comprehensive tax management, accounting, practice transitions, and partnership consulting.
EDUCATION
N/A
The University of Connecticut
BS, Accounting
SKILLS
Big 4Sec FilingsManagementInvestmentsFinanceFinancial StatementsMicrosoft OfficeSarbanes-OxleyUs GaasU.s. Generally Accepted Accounting Principles (Gaap)Series 65Mergers & AcquisitionsPowerpointCustomer ServiceFinancial PlanningDental FinanceDue DiligenceUs GaapMicrosoft ExcelTeamworkSales ManagementInternal ControlsMicrosoft WordDental TransitionsFinancial AnalysisAccountingSarbanes-Oxley ActCpaAssuranceExternal AuditAuditing Standards
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