Eric Story, CPA, CITP, PFS
Partner, Chief Innovation Officer
Eric Story is a Partner and Chief Innovation Officer at Cooper Norman, working across the firm's five services and its six offices in Idaho and Utah. He holds the CPA, CITP, and PFS credentials, a combination that puts technology and financial planning on the same desk as the tax return. Owners come to him when the question is bigger than this year's filing.
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About Eric
As Chief Innovation Officer, Eric leads how the firm applies technology to accounting work: which systems a business should run on, how data moves between them, and what a partner needs to see before signing off on a number. The CITP credential is the technology side of the CPA license, and it shapes the questions he asks. Is the reporting reliable enough to make a decision on? Is the close taking longer than it should because of the process or because of the people? Should this owner be on a different platform before the next growth year, or after it?
As a Partner, Eric works the decisions that cross service lines. A tax planning question that turns into a valuation question. A client accounting engagement that surfaces a transition planning problem. A PFS credential means the personal financial planning side of an owner's picture is part of the conversation, not a handoff to someone else's calendar. Cooper Norman has been doing this since 1954, and the structure holds: one connected team, so the answer you get from Eric already accounts for what the audit, valuation, and transition groups would say.
Bring the decision to Eric.
Contact EricBring the decision you are weighing. The right advisor calls or writes back within two business days.