Chad Steinorth, CPA
Managing Partner
Chad@Ship-ShapeAccounting.com
(727) 207-8098
Chad Steinorth is a highly accomplished Certified Public Accountant (CPA) with over 20 years of experience in ultra high level CFO and Controller roles. Renowned for his deep expertise in financial reporting, cost reduction, and finance department management and reorganization, Chad has always leveraged the latest technology and trends to provide timely and precise financial information. His distinguished career has impacted multiple industries, including medical weight management, auto finance, medical device manufacturing, landscaping, and live event management, showcasing his versatility and proficiency in financial engineering.
Chad’s extensive experience as a CFO and Controller has made him intimately familiar with the financials of companies. This expertise forms the building blocks of world-class tax strategy and financial problem solving. His deep understanding of these financial intricacies made choosing the PLT firm the perfect fit. Chad is exceptionally well-equipped to contribute ideas and solutions to maximize wealth building while ensuring clients pay less in taxes, leveraging his experience and expertise to craft innovative and effective tax strategies.
Chad holds a Bachelor of Science in Accounting from the University of South Florida and has been an active Certified Public Accountant since 2000. His technical skills include advanced Excel capabilities with pivot tables and financial functions, and proficiency in SAP, QuickBooks Online, Microsoft Dynamics, and various loan servicing software.
Chad’s comprehensive expertise in financial management, combined with his strategic approach to reorganization and technology integration, has made him a valuable asset to numerous organizations over the past 20 years and now for the PLT Firm. His dedication to driving efficiency and supporting growth through accurate and timely financial oversight consistently delivers outstanding results, solidifying his reputation as a top-tier financial leader, and an extraordinary tax expert.
Arik Simonsen
VP - Growth
Arik@Ship-ShapeAccounting.com
(813) 507-6696
Arik Simonsen is a seasoned operational leader with over 25 years of progressive experience spanning shared services, accounting & audit, process optimization, project management, and data governance. His career highlights a consistent track record of driving operational efficiencies and delivering measurable business improvements. As the North America leader over Shared Services at a global manufacturer, Arik was responsible for key financial operations, including Accounts Payable, Accounts Receivable, Travel & Expense, Data Governance, and Robot Process Automation. He spearheaded initiatives that both aligned with broad corporate objectives and boosted employee engagement. Arik instilled an organized framework to accomplish goals through key objectives, strategies & tactics, project management, KPIs & SLAs, and responsibility matrices.
Arik's expertise in audit and accounting roles further underscores his ability to navigate complex financial landscapes. His experience includes comprehensive risk assessments, SOX control testing, and financial analysis. His strategic acumen is also evident in his consulting work, where he advised small businesses on improving operations, reducing costs, and enhancing financial efficiencies. He excels in addressing pain points that many small businesses face today, including backlogged accounting, a lack of financial leadership, and rising operational costs.
Arik holds a Bachelor of Accounting and a Bachelor of Finance from the University of South Florida. He also obtained Internal Auditor Certification and Prosci Change Management Change Agent certification. Whether leading large teams, managing complex projects, or boosting small businesses, Arik brings a wealth of experience and a strategic mindset that drives business success!