Patrick O'Neill
Chief Executive Officer @ Firm360
About
I believe great businesses are built when leaders and teams are freed to focus on what they do best. My passion as a CEO is helping people remove barriers; whether that’s outdated systems, inefficient processes, or organizational roadblocks, so they can thrive, grow, and deliver their best work. That belief drives everything I do at Firm360. I’ve seen firsthand how accounting firm owners and their teams get weighed down by administrative chaos, even though they have the talent and ambition to succeed. Our goal at Firm360 is to lead the charge in solving that problem: aligning our vision, team, and technology to create tools that help firms work smarter, scale with confidence, and deliver a modern client experience. Since stepping into this role, I’ve focused on building a company that’s not only product-driven, but also people-driven. Firm360 has helped firms save 10+ hours a week, cut billing time by 66%, and achieve 100% client portal adoption, all while maintaining <1 hour support response times and delivering first-class onboarding for firms of every size. These results matter to me because they represent more than numbers: they represent healthier teams, better client relationships, and businesses that can grow without burning out. I’m always open to connecting with leaders who share this passion for building workplaces where people can truly thrive.
United States
Fort Worth
Professional Training & Coaching
Salesforce.com, Account Management, SaaS, CRM, Sales, Digital Marketing, Marketing, Mentoring, Recruiting, Analytics, Program Management, Marketing Research, Management, Event Planning, Sales Process, Strategy, Leadership, Lead Generation, Team Leadership, Enterprise Software
Experience

Account Coordinator
Aspen Marketing Services is a leading global marketing services agency with offices and resources throughout the world. A division of Epsilon, Aspen builds long-term relationships with clients, many of which are in the Fortune 100. Clients benefit from Aspen’s comprehensive portfolio of in-house marketing capabilities, including direct marketing, digital marketing, experiential and event marketing, online and offline word of mouth, Hispanic marketing and advanced analytics.
Patrick O'Neill's Contact Information
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