Welcome TO
Whole-Picture Accounting, Finance & Personal Development Services
Empowering Your Vision, Encompassing Your Needs
About Holistic Practices by Patrick CPA
Story
Services
Services
At Holistic Practices by Patrick, people aren’t just part of the business—they are its foundation. With over 20 years as a CPA in leadership roles (Deloitte, RSM, BDO) and as a Financial Controller, I prioritize building solid foundations to drive success. This philosophy guides my dual offerings: business consulting through Patrick S. Da
At Holistic Practices by Patrick, people aren’t just part of the business—they are its foundation. With over 20 years as a CPA in leadership roles (Deloitte, RSM, BDO) and as a Financial Controller, I prioritize building solid foundations to drive success. This philosophy guides my dual offerings: business consulting through Patrick S. Daly, CPA LLC and personal development through Inspired Sessions LLC.
Holistic guidance directly contributes to the vitality and success of both organizations and individuals. From performing day-to-day business needs while enhancing financial strategies and operational efficiencies in business to nurturing personal growth and resilience in individuals, I ensure interventions drive meaningful and sustainable change.
Services
Services
Services
Patrick S. Daly, CPA LLC Offers:
- Interim financial controllership: overseeing month-end close, reconciliations, and financial statement preparation.
- Technical accounting: including research and memo drafting.
- Audit preparation and coordination.
- Project management: specializing in accounting system upgrades and process improvement.
- Process crea
Patrick S. Daly, CPA LLC Offers:
- Interim financial controllership: overseeing month-end close, reconciliations, and financial statement preparation.
- Technical accounting: including research and memo drafting.
- Audit preparation and coordination.
- Project management: specializing in accounting system upgrades and process improvement.
- Process creation, enhancement, and documentation.
Inspired Sessions LLC Provides:
- Mentorship.
- Personal and career coaching.
- Diversity, equity, and inclusion program support.
- Therapeutic counseling services (upon licensing).
- More to come!
Approach
Services
Approach
My holistic approach is built on the mantra that the best and most important assets any organization has are the people themselves. I engage with every client and project with a deep respect for the human aspects involved—valuing transparency, integrity, an entrepreneurial spirit, and assertive empathy. Whether it’s guiding a company thro
My holistic approach is built on the mantra that the best and most important assets any organization has are the people themselves. I engage with every client and project with a deep respect for the human aspects involved—valuing transparency, integrity, an entrepreneurial spirit, and assertive empathy. Whether it’s guiding a company through financial complexities or supporting personal transformation, the strategies are designed to foster an environment where businesses and people flourish.
This holistic approach safeguards against operational disruptions, ensuring that the integrity of your business translates directly into sustainable financial success.
Contact Me
patrick@holisticpraticesbypatrickcpa.com
Holistic Practices by Patrick CPA
