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 Outsourced and G-CloudSM Accounting services 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 Trusted Business Advisor Program. He is also a Certified Bill.com Services Provider. Bill.com is the preferred provider of bill management solutions for the AICPA Trusted Business Advisor Program.
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.