Thomas Patton, CPA

About Thomas

Tom is a seasoned business executive with a strong command of running a business’s financial and operational aspects, from the foundational day-to-day intricacies to overarching long-term strategies. His valuable experience comes from excelling in positions of significant responsibility, including controller, director of finance, and vice president of finance and administration in a wide range of industries.

A highly versatile CPA, Tom has a proven track record as a trusted advisor, a capable supervisor, and an effective relationship builder. He has in-depth knowledge of financial statement preparation and analysis, budgeting, cash management, forecasting, and inventory management. His skill set includes performing complex consolidation accounting, loan covenant compliance, due diligence for acquisition targets, and sale value discussions.

He is proficient in preparing timely and comprehensive reporting packages, including ad-hoc reports, and comfortable presenting and explaining the results of financial operations to executive leaders, business owners, and board members to assist with their informed decision-making.

Tom can successfully train and manage internal accounting and administrative personnel who perform integral functions including accounts receivable, accounts payable, general ledger maintenance, account reconciliations, purchasing activities, financial statement preparation, and human resources. He is also adept at building and maintaining external relationships with accountants, auditors, bankers, tax preparers, and other interested stakeholders to facilitate the completion of required compliance and financial reporting.

Leveraging technology to increase business efficiencies, Tom is versed in enterprise resource planning software such as Microsoft Dynamics Great Plains and Acumatica, accounting and payroll software including QuickBooks and ADP Online, and project management software Workamajig.

Clients value Tom’s extensive financial experience, excellent management skills, and insightful communication techniques as he helps their organization achieve its short-term and long-term goals.