About Us

CFO Resources LLC is comprised of 2 individuals. 

Joe is a CPA whose experience comes from “Big 4” public accounting and senior management positions at several large companies in both the manufacturing and financial services sectors. Joe is a graduate of Butler University.

Patricia has been in software training for over 13 years and her client list includes the Indiana CPA Society who awarded her their Outstanding Discussion Leader award. Patricia is a graduate of the College of the Holy Cross and also holds a M.B.A. from Babson College. She was a full-time Lecturer in Butler University’s School of Business for six years and has taught at several of Indiana's other universities.

She has been a contributor to the Journal of Accountancy and has published articles in other magazines including The Account, a publication of the Indiana CPA Society and The Asset, a publication of the Missouri Society of Certified Public Accountants. She is also certified as a MOS expert in Excel.

You may contact Joe at joe@cpaselfstudy.com and Patricia at patricia@cpaselfstudy.com.
To read Patricia's articles - click here.

If interested in on-site software training classes or seminars, email patricia@cpaselfstudy.com