Paul B.
Helping to build long-term sustainable profit for owners.
- Role
- Engagement Director, Client Accounting and Advisory Services (Caas) at CLA (CliftonLarsonAllen)
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Paul B.
Hands-on finance professional and former business owner with 25+ years helping family-owned and PE-backed companies get organized, gain clarity, and grow. Whether stepping in as a fractional CFO or guiding a business through a key transition, I bring calm, structure, and a practical mindset to every challenge. I’ve helped companies clean up their books, improve cash flow, develop accounting and finance staff, prep for M&A, and implement systems that support real, sustainable growth. My focus is on helping businesses make good decisions with better data and process. People say the numbers tell the story, but I like to know the story and validate it with the numbers too. What I Bring:• CEO partnership and strategic planning for sustainable growth.• Streamlining and development of processes and policy for efficiency.• Strong modeling, analysis and scenario planning for good decision making.• Experience with family-owned & PE-backed business needs.• People training, development & mentorship for stronger teams.• Cash flow forecasting and M&A support & integration.• Audit, tax and transaction readiness.• Passion for technology, continuous improvement and learning. Based in the Milwaukee area.
Experience
Engagement Director, Client Accounting and Advisory Services (Caas)
Oct 2024 — Present · Wauwatosa, WI, US
CLA CAAS has experienced CPAs and consultants who deliver custom project management, consulting and accounting solutions for clients ranging from startups to Fortune 100 companies. Serving public companies, private businesses, and non-profit organizations, CLA status rep deftly fulfills clients’ needs, whether they are interim, part-time or project based. Count on our experienced consultants to help you with large-scale projects, workflow demands, or a vital interim role. We will free your hands so you can get back to the business of doing business.CLA is a professional services firm with five integrated business lines: assurance, tax, digital, wealth advisory, and outsourcing. Our Client Accounting and Advisory Services (“CAAS”) is within outsourcing. As an Engagement Director I build relationships with clients, business executives and others to help solve their accounting, finance, and internal audit issues. My role allows me to focus on strategic initiatives, problem-solving activities with clients and to deliver exceptional value to clients, whether in a project- based or interim role. I become a part of the client’s team for as little or long as needed and assist with turning chaos into a manageable workload.
Education
DePaul University
MBA, Finance
Kubicle
Advanced Excel Modeling Training
University of Wisconsin-Madison
Bachelor of Business Administration - BBA, Double Major - Marketing & Real Estate
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