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Patrick Coleman, CPA
Serving fintech and healthcare IT companies at every stage of development.
![](https://www.aprio.com/wp-content/uploads/2022/02/Patrick-Coleman-bio-headshot.png)
![streamline-icon-scientist-3-4@470x470 streamline-icon-scientist-3-4@470x470](https://www.aprio.com/wp-content/uploads/2022/02/streamline-icon-scientist-3-4@470x470.png)
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 financial graph and technology element on mobile phone 3d rendering represent Blockchain
and mobile Financial Investment .](https://www.aprio.com/wp-content/uploads/2022/02/fintech.jpg)
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.
![Swimmer crouching on starting block ready to jump Close up shot of a male swimmer crouching on starting blocks ready to jump into the water at the signal, other swimmers defocused.](https://www.aprio.com/wp-content/uploads/2022/02/patrick-coleman-swam-competitively.jpg)
![Detail Of Beef Burgers and sausages Cooking On A Barbecue Detail Of Beef Burgers and sausages Cooking On A Barbecue](https://www.aprio.com/wp-content/uploads/2022/02/coleman-not-at-work.jpg)
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
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Fun, a team player, open-minded and resourceful
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Affiliations
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.