Mitch Petracca, CPA

CEO

Portland, Maine, United States10 yrs 8 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in integrating AI with financial strategies.
  • Founder of innovative financial analysis software.
  • Proven track record in modern accounting practices.
Stackforce AI infers this person is a Fintech expert with a strong focus on AI-driven financial solutions.

Contact

Skills

Core Skills

AccountingAdvisoryFinancial AnalysisSoftware Development

Other Skills

Private EquityM&A Due DiligenceDue DiligenceMergers & Acquisitions (M&A)Financial ModelingCash FlowCertified Public Accounting (CPA)BudgetingFinancial ReportingPricing StrategyBusiness AcumenTeam LeadershipInvestor RelationsFinancial PlanningLeadership

About

"I know I should use AI... but where do I start?" → I’ve heard this 300 times this year. People know AI and automation can help with their finances. They just don’t know how. That’s the gap, and why I’m building around one idea: Accounting + AI + Automation. Every week I talk to business owners, CPAs, and finance leaders. Almost all of them are stuck: ➡️ Tools, but not strategy ➡️ They’ve got data, but not insight ➡️ A finance function… but not a system What they want isn’t more Excel workbooks They want clarity. Speed. Confidence in the numbers. So I'm building two businesses to help: 1️⃣ FINSIDER.AI ~AI-Powered Financial Intelligence~ Instant, real-time strategy with an AI you can chat to 🔹 QofE, forecasts, KPI decks, deal metrics 🔹 100% data coverage — not just samples 🔹 Explained in plain English, ready in hours Use it when you’ve got the data, but need insight at speed. 2️⃣ FORWARD FIRM ~Modern CPA + Advisory~ Your all-in-one accounting and tax partner. 🔹 One partner for all financial moving parts 🔹 Proactive advice, same-day responsiveness 🔹 Covers business + personal finances, start to finish Use us when you want strategy, not just compliance. 👋 If you need help implementing AI or automation into your business or CPA practice, send me a message. I’ll show you what’s working and how to put it in motion fast.

Experience

10 yrs 8 mos
Total Experience
2 yrs 1 mo
Average Tenure
4 yrs
Current Experience

Forward firm

Managing Partner

Jun 2025Present · 11 mos

  • The modern accounting firm that delivers clarity, responsiveness, reliability, and proactive advisory.
  • Built for ambitious leaders in business and commercial real estate, we’re the modern accounting firm that delivers clarity, responsiveness, reliability, and proactive advisory.
  • 70% of small businesses would not recommend their business advisor or CPA to others. Our goal is to have every client recommend us.
  • We use technology to redefine the modern accounting firm with quicker, clearer responses and insights to get you what you need.
AccountingAdvisory

Stealth ai startup

Founder

Apr 2024Present · 2 yrs 1 mo

  • Instant CFO-level financial analysis software.
  • More coming shortly...
Financial AnalysisSoftware Development

Petracca group

President

May 2022Present · 4 yrs

Transak

Head Of Finance

May 2022Jun 2023 · 1 yr 1 mo

Kuros biosciences

Vice President Finance, US

Jun 2021May 2022 · 11 mos

Bay state milling company

Assistant Corporate Controller

Oct 2020Jun 2021 · 8 mos

Pwc

2 roles

Transaction Services

Sep 2018Oct 2020 · 2 yrs 1 mo

Audit

Sep 2015Sep 2018 · 3 yrs

Education

Tulane University

Master's — Accounting

Tulane University

Bachelor’s — Finance

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