Professional Overview

Patrick specializes in providing clients in the dental and medical industry with fractional CFO and fractional controller services to support financial management and sustainable growth. He draws on his expertise in management reporting, strategic planning, and optimizing financial processes and structures to provide specialized service to Dental Support Organizations (DSOs) and Medical Support Organizations (MSOs). Patrick prides himself on providing valuable insights into key performance indicators, financial trends, and areas for improvement to empower organizations to make data-driven decisions and effectively allocate resources to maximize profitability and operational efficiency. By collaborating with leadership teams to define clear goals, develop comprehensive action plans, and monitor progress towards achieving desired outcomes, Patrick delivers strategic growth opportunities and formulates strategies that leverage specific strengths of dental and medical practices to help organizations expand and achieve long-term success.

Prior to Elliott Davis, Patrick gained experience preparing financial statements, providing economic assessments, and conducting tax credit research at a regional firm in the Southeast.

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Education, Credentials and Special Training

• B.A., Accounting, Marshall University

Professional Affiliations

• American Institute of Certified Public Accountants

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