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.
• 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..
• 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.

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.