Patrick Coleman, CPA   

Serving fintech and healthcare IT companies at every stage of development.

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Who I work with

I serve fintech and healthcare IT companies from pre-revenue startups and growth-phase companies to mature market leaders. My clients include SaaS, software developers and integrators, online payment processors, hardware and device manufacturers, and crypto ventures.

My specialty

I use my 20+ years of strategic business advisory and tax planning experience to help my technology clients increase profitability and accelerate growth. I provide clients fast access to expertise and services that support rapid response to growth opportunities. These include capital raise preparation resources and investor introductions; R&D tax credits to fund innovation and increase cash flow; and data privacy and security services to meet vendor, industry, and regulatory requirements including PCI-DSS, SOC 2, ISO 27001, HITRUST CSF and HIPPA attestation.

financial graph and technology element on mobile phone 3d rendering  represent Blockchain 
and  mobile Financial Investment .

Unique things about me

I swam competitively in college and returned to the sport for 2 years later in life to compete at the Masters-level. I hung up my trunks and goggles after reaching my goal to qualify for the Nationals meet in both Backstroke and the Individual Medley.

Close up shot of a male swimmer crouching on starting blocks ready to jump into the water at the signal, other swimmers defocused.
Detail Of Beef Burgers and sausages Cooking On A Barbecue

When I am not at work

I enjoy spending time with my wife and children and enjoy family vacations. One of my favorite things to do is have friends and family over for weekend BBQs.

People say I am


Fun, a team player, open-minded and resourceful



I received my Bachelor of Science in Accounting from St. John’s University. My professional affiliations include the AICPA and North Carolina Association of Public Accountants.