William Wheeler Cpa Cgma Cfp

FAQ About William Wheeler Cpa Cgma Cfp

• What is William Wheeler Cpa Cgma Cfp's address?

  William Wheeler Cpa Cgma Cfp is located at
  Calabasas, California, United States

• What is William Wheeler Cpa Cgma Cfp's job title?

  William Wheeler Cpa Cgma Cfp is a
  SENIOR FINANCE & ACCOUNTING EXECUTIVE ➞ I am an established financial professional with proven experience working across multiple industries, markets, and verticals. Throughout my career, I have demonstrated a strong ability to develop and implement strategies spanning accounting, financial planning, and taxation, as well as to solve problems hindering business development and revenue growth. Over the past 35+ years I have built an accounting, tax, and financial planning practice from the ground up, and successfully positioned the company for sale in 2018. Since then, I have been continuing to grow a client advisory services firm including tax services, financial planning and CFO services. *************************************** SELECTED CAREER HIGHLIGHTS ✔ Grew the accounting, tax, and financial planning practice from zero to 350K in annual revenue; including 350+ clients in 10 years. ✔ Guided a client through Chapter 11 Bankruptcy Reorganization while serving as a senior advisor and business consultant. ✔ Subject Matter Expert (SME) on a wide range of finance and accounting operations, providing coaching and mentoring to junior accountants. *************************************** CERTIFICATIONS ☑ Certified Public Accountant (CPA) ☑ Certified Financial Planner (CFP) ☑ Charter Global Management Accountant (In Progress) KEY AREAS OF EXPERTISE ☑ Finance ☑ Tax & Accounting ☑ Strategic Planning ☑ Business Consulting ☑ Coaching & Mentoring ☑ C-Level Decision-Making ☑ Business Development ☑ Growth Strategies *************************************** I’m always open to expanding my network and connecting with other top professionals. Please add me as a connection and contact me at: ➞ EMAIL: [email protected] William E Wheeler Cpa

• What industry does William Wheeler Cpa Cgma Cfp currently work in?

  William Wheeler Cpa Cgma Cfp currently works in the
  William E Wheeler Cpa

• What is William Wheeler Cpa Cgma Cfp's area of expertise?

  William Wheeler Cpa Cgma Cfp specializes in
  SENIOR FINANCE & ACCOUNTING EXECUTIVE ➞ I am an established financial professional with proven experience working across multiple industries, markets, and verticals. Throughout my career, I have demonstrated a strong ability to develop and implement strategies spanning accounting, financial planning, and taxation, as well as to solve problems hindering business development and revenue growth. Over the past 35+ years I have built an accounting, tax, and financial planning practice from the ground up, and successfully positioned the company for sale in 2018. Since then, I have been continuing to grow a client advisory services firm including tax services, financial planning and CFO services. *************************************** SELECTED CAREER HIGHLIGHTS ✔ Grew the accounting, tax, and financial planning practice from zero to 350K in annual revenue; including 350+ clients in 10 years. ✔ Guided a client through Chapter 11 Bankruptcy Reorganization while serving as a senior advisor and business consultant. ✔ Subject Matter Expert (SME) on a wide range of finance and accounting operations, providing coaching and mentoring to junior accountants. *************************************** CERTIFICATIONS ☑ Certified Public Accountant (CPA) ☑ Certified Financial Planner (CFP) ☑ Charter Global Management Accountant (In Progress) KEY AREAS OF EXPERTISE ☑ Finance ☑ Tax & Accounting ☑ Strategic Planning ☑ Business Consulting ☑ Coaching & Mentoring ☑ C-Level Decision-Making ☑ Business Development ☑ Growth Strategies *************************************** I’m always open to expanding my network and connecting with other top professionals. Please add me as a connection and contact me at: ➞ EMAIL: [email protected]

• Which languages does William Wheeler Cpa Cgma Cfp speak? 

  William Wheeler Cpa Cgma Cfp speaks the following languages:
  No languages available.

• Which industries has William Wheeler Cpa Cgma Cfp previously worked in?   

  William Wheeler Cpa Cgma Cfp has prior experience in the following industries:
  No prior industries available.

• What is William Wheeler Cpa Cgma Cfp’s work experience?  

  William Wheeler Cpa Cgma Cfp has the following professional experience:
  William E Wheeler Cpa .

• How can I find William Wheeler Cpa Cgma Cfp on LinkedIn?  

  You can view William Wheeler Cpa Cgma Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are William Wheeler Cpa Cgma Cfp’s work email addresses?  

  William Wheeler Cpa Cgma Cfp’s work email addresses are
  [email protected] .

• What company does William Wheeler Cpa Cgma Cfp work for?  

  William Wheeler Cpa Cgma Cfp works at
  William E Wheeler Cpa