Scott Soucy, CGMA,CPA

Principal

Outsourced Services

Naples

Scott leads Kaufman Rossin’s outsourced services practice, leveraging the latest technology to provide sophisticated real-time accounting and business consulting services to clients. He helped develop Kaufman Rossin Connect’s cloud-based technology ecosystem, which offers business owners real-time access to their accounting and financial reporting.

Scott’s experience includes accounting, finance, CFO advisory, investment banking and partnership taxation, as well as financial, operational and administrative management.

He has worked with closely held businesses at various stages of growth on mergers and acquisitions, capital formation, financial modeling, corporate finance, capital planning, cash flow forecasting, software and systems implementation, and international business.

Prior to joining the firm in 2015, Scott was a partner of a large CPA firm based in the Midwest. He oversaw and led the group's operations and business development efforts, specializing in financial and operational due diligence on behalf of private equity and other investors, providing merger and acquisition advisory services on both buy and sell side transactions, and serving as an external chief financial and operating officer and strategic advisor to a variety of closely held companies, including businesses in the manufacturing and healthcare industries.

Education

  • Bachelor of Science. St. Louis University .