Paul has provided targeted guidance for closely held businesses and individuals for nearly three decades. He combines strong accounting, tax and financial planning skills with a practical approach to solving problems.
Paul has the ability to communicate complicated financial matters in a way that instills confidence and focus in his clients. This leads clients to view Paul as their “trusted advisor” on financial and tax matters. As a Personal Financial Specialist (PFS), he is an integral part of our wealth management affiliate, Gray Equity Management, LLC.
Paul has also taken the lead on bringing “cloud accounting” to Gray, Gray & Gray’s clients so they have access to web based, real time financial management software to help improve their company’s performance. As a Certified Sage Intacct Services Provider, Paul has the ability to utilize the latest advances in financial software to streamline and organize financial operations while offering a comprehensive range of services such as A/P and A/R to controllership and virtual CFO services. Sage Intacct is the preferred provider of financial applications of the AICPA.
A graduate of the University of South Florida, Paul is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants, and is also active in several charitable, service and religious organizations.