Brodie Wheelis, Cpa Email & Phone Number

Dallas, Tx, Us

Dallas/Fort Worth Area

CF & Co, LLP joined Moss Adams, LLP July 1, 2016

Dallas/Fort Worth Area

Coppell, Texas

Provide full cycle accounting for small local companies. Activities include payroll, general ledger including month-end close, account analysis, accounts payable, and sales tax reporting. Advise and assist with process improvement.• Led a $5M company in the establishment of improved cash and point-of-sale procedures at branch locations.• Improved procedures for processing payroll, better utilizing QuickBooks functionality to reduce processing time.

Dallas, Texas

Managed consolidated financial reporting, budgeting and forecasting. Directed general ledger accounting and accounts payable for non-operating companies and departments..Coordinated annual and interim external audits. Developed and updated accounting policies and procedures. Managed and mentored staff 2 professional and 2 clerical employees.• Implemented and maintained reporting software, increasing report writing efficiency and flexibility• Led company-wide migration from Enterprise to Web reporting software, significantly increasing efficiency and decreasing processing time and use of server space.• Established procedures for financial statement translation of Canadian foreign currency.• Established procedures for capitalization of internally developed software.• Managed process to select new audit firm, reducing fee costs by 20% and significantly decreasing internal hours spent on external audit activities.• Consulted on policy development related to transition to paperless environment.

Dallas, Texas

Planned and performed financial and regulatory audits of securities brokers, manufacturing and not-for-profit entities. Prepared federal and state tax returns for individuals, corporations and partnerships. Assisted clients with internal audit function. Trained and supervised staff auditors.