Pete Potsos

Pete is a CPA and Sales leader with over 30 years of experience in the accounting profession. In his current role as a Sr. Director of Accounting Partnerships, he is bringing his experience of working with firms launching cloud based client accounting services practices in various stages of their life cycle, as well as firm size, to Settles’s Accounting Partners. He began his career as a tax and audit professional PwC, in addition to running his own practice. For the past 22 years, he has helped nearly a thousand firms with the evaluation, selection and onboarding of tax and accounting software to aid in the improvement of the firm’s workflow and profitability.