Paul Ursich, CPA

As a Partner of CFO Advisory Services, Paul enjoys bridging business processes and technology. By utilizing his extensive experience in the financial industry, he works in conjunction with decision makers to streamline their financial activities. He prides himself in providing an honest and forthright assessment of unique client situations by implementing a strategy that fits both their short and long-term goals.

Paul’s specialties include financial reporting and analysis, revenue recognition, accounting process review and re-engineering, accounting system design and implementation, due diligence and transaction support, and board of directors reporting.

Accounting Systems: Deltek Vision, Yardi, MRI, Sage, NetSuite, QuickBooks, Clearview, Intacct

Education

BS – University of Scranton

Certified Public Accountant in Pennsylvania

Professional Affiliations

American Institute of Certified Public Accountants

New Jersey Society of Certified Public Accountants

Pennsylvania Institute of Certified Public Accountants

Accomplishments

Paul serves on the school advisory board for St. Paul School in Ramsey, NJ. He previously served three years as treasurer and currently is a member of the committee for the annual St. Paul Golf Outing.

Beyond Wiss

When not in the office, Paul can be found spending time with his wife and daughters. He enjoys the outdoors, hiking and fishing as well as coaching his daughters’ sports teams.

Paul Ursich