With more than 40 years of executive accounting and financial leadership experience, Patricia Cole founded Cole Financial Services to provide businesses with the expertise of an experienced Controller and CFO—without the cost of hiring one full-time.

Patricia holds a Master of Business Administration (MBA) with a concentration in Accounting and has spent her career helping businesses strengthen their financial operations, improve profitability, and make informed strategic decisions. Her experience spans virtually every aspect of accounting and finance, from day-to-day accounting operations to executive financial management, budgeting, forecasting, cash flow management, internal controls, and business planning.

Today, Cole Financial Services provides comprehensive accounting solutions designed to meet businesses wherever they are in their growth. Services include outsourced CFO and Controller support, accounting services, financial reporting, tax preparation for individuals, businesses, and nonprofit organizations, payroll, QuickBooks consulting, and professional bookkeeping.

Patricia believes financial reports should do more than satisfy compliance requirements—they should become powerful tools for making better business decisions. She works closely with business owners to transform financial data into meaningful insights that improve cash flow, increase profitability, and support long-term growth.

Clients appreciate Patricia’s attention to detail, responsiveness, and commitment to building lasting relationships. Whether serving as a trusted financial advisor, managing the accounting function, preparing tax returns, or providing ongoing bookkeeping support, she brings the same level of professionalism, integrity, and personal service that has defined her career for more than four decades.

At Cole Financial Services, the goal is simple: to provide accurate financial information, sound financial guidance, and trusted accounting expertise so business owners can focus on growing their businesses with confidence.