Heide Modlich, CPA, MBA

About Heide

A CPA and MBA with more than 15 years of diverse business and accounting experience, Heide is a key strategic partner to her clients, consistently driving bottom-line results by building relationships, improving processes, creating efficiencies, and managing and motivating employees to perform at their best. She is well-versed in GAAP, modeling, forecasting, budgeting, long-range planning, payroll, payroll taxes, and personal and corporate income tax.

Heide began her career in public accounting at a regional CPA firm before moving into the insurance industry and, ultimately, the financial technology world. She held several divisional Director of Finance positions at a Fortune 500 company, where she was responsible for implementing process improvements, budgeting and forecasting, strategic planning, and developing and managing business cases for future revenue growth. She successfully guided business leaders in developing action plans to achieve corporate targets and was responsible for articulating results and projections to C-suite executives.

Heide also spent many years with her own accounting and consulting practice, giving her the ability to understand the unique struggles of entrepreneurs and family-owned businesses. She has extensive experience with SAP, QuickBooks, Asana, and Slack.

Clients value Heide’s extensive technology and project management experience, her diverse background, and her multi-faceted approach to identifying and resolving problems.

Heide  Modlich

Heide Modlich

Industry Experience

Financial Services, Information Technology, Insurance, Software, Telecommunications


  • University of Dayton, Master of Business Administration
  • The Ohio State University, Bachelor of Science, Business Administration


  • CPA – Certified Public Accountant – Ohio

On a Lighter Note

Have you ever driven or piloted anything other than a car or light truck?
I attended a Bondurant Driving School at a small track close to the Indianapolis Raceway. We had a few hours of classroom training and then time on the track. It was a single cockpit, open-wheel car, and it was very thrilling.

Have you ever participated in a physically or mentally challenging activity?
I bicycled for a week through Tuscany. I’m not a fitness geek, so I knew going up the hills would be a challenge. However, I wasn’t prepared for the speed going down the hills! The travel group provided the bike, and it was the first time I had ever been on a bike with thin tires.

Do you have a favorite app, blog, podcast, website, or publication you enjoy?
I listen to a variety of podcasts: Hidden Brain, RadioLab, and The Moth. My new favorite is Differential. It’s an interview-type podcast, with the founder of Drive Capital (a venture capital firm in Columbus) as the host highlighting Midwest success stories.