Tune in to our podcast series: The Dental Board Room
Listen Now

Paul Lipcius, CPA

Senior CFO Advisor
  • Name: Paul Lipcius
  • Education & Experience: Bachelor's of Accounting from University of Connecticut, CPA, Series 65 License (Investment Advisor Representative). Previously worked at PwC performing audits of financial statements and internal controls & at RSM-McGladrey performing buyer due diligence in the mid-market acquisition space.
  • What I Do At PracticeCFO: CFO Advisor & Partner. I serve as the direct point of contact for our clients to ensure their holistic financial plan is customized and carried out according to their needs. In addition to client service I am a member of the firm's board and investment committee where I collaborate with leadership to carry out the firm's strategic objectives to improve client & staff success.
  • Hobbies: Guitar, football, basketball, skiing, mountain biking, camping, hiking & pretty much anything else outside
  • An Interesting Fact About Me: I'm a Rams & Celtics fan but can't stand the Lakers & Patriots
What our clients say
Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.
Are you ready to get started with PracticeCFO?
Pick Your CFO Team
Subscribe to our newsletter to receive news, updates, and valuable tips.
Footer Newsletter Signup

This will close in 0 seconds

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram