Overview
Patrick is Aprio’s Intuit Practice Leader, a Director in Technology Advisory, and an Intuit Advisory Partner Council Member. He partners with organizations that want to get the most out of their Intuit ecosystem—whether that means enhancing their current QuickBooks Online (QBO) environment or strategically upgrading to Intuit Enterprise Suite (IES). Patrick takes a holistic view of his clients’ technology stack, evaluating and aligning the right third-party applications to assure QBO or IES works with their business, not against it.
Experience
Patrick’s work stands out due to his profound understanding of accounting workflows and the demands of an efficient month-end close. He focuses on process efficiency, data integrity, and scalability in his recommendations, rather than just software features. With a cross-industry perspective, Patrick helps clients streamline operations and foster growth on the Intuit platform. His specialties include Intuit (IES, IAS, QBO) Implementation and Support, Intuit (IES, IAS, QBO) Optimization, and Intuit Ecosystem Advisory.
Patrick delivers strategic leadership and innovation by leveraging deep proficiency in Intuit solutions and accounting best practices. His exceptional blend of technical knowledge and business acumen enables him to simplify complexity and drive efficiency across client engagements. As the leader of Aprio’s Sales, Product, Implementation, and Client Success teams, Patrick assures each team is equipped to meet client needs and provides strategic guidance to tackle complex challenges.
Education & Affiliations
Patrick earned a Bachelor’s degree in Business Management/Business Administration from the University of Mount Olive and a Master’s in Accounting from North Carolina State University. He is also a member of the AICPA and NCACPA.