Gene S. Wheeler, Cpa Email and Phone Number
Gene S. Wheeler, Cpa work email
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Gene S. Wheeler, Cpa personal email
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Gene S. Wheeler is an actively licensed CPA and trusted business advisor with 20+ years of progressive finance, accounting, operations, auditing, and risk management experience. Gene.CPA@gmail.com. (770) 880-2228.Since 2001, he has directed the day-to-day delivery of professional services to a broad range of clients. • Audit Readiness & Facilitation• Full Scope Sarbanes-Oxley (SOX) Compliance• Business Operations Modeling• Data Mining, Validation, and Financial Analysis• Revenue Recognition• Engagement Planning & Project Management• MS Excel, Access, Visio• Adobe Acrobat• Monarch Pro• Intacct• QuickBooks Enterprise• QuickBooks Premier• QuickBooks Pro• NetSuite, Intacct• Oracle• PeopleSoft• Salesforce CRM Solutions• Microsoft Dynamics NAV & CRM• JD Edwards• Sage MAS 90• Shelby Systems• FMS SmartStream• BPCSTrusted Business Professional. Licensed CPA. Business Advisor. Project Consultant.
Startchurch
View- Website:
- startchurch.com
- Employees:
- 52
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Director Of FinanceStartchurch Jun 2021 - PresentAtlanta Metropolitan Area• Prior to my June 1st start date, we provided a sales lead for the Metro Atlanta Seminary.• Within 15 days, we created a transition plan for our SIMPLE IRA.• Within 60 days, we completely overhauled our chart-of-accounts (COA) and resulting financial reporting.• Within 60 days, we overhauled our ADP G/L Interface Accounts Mapping to QuickBooks.• Within 60 days, we began distribution of monthly departmental financial reporting (StartCHURCH Marketing Operating Expense Monthly Trend to Marketing).• Within 60 days, we reconciled all StartCHURCH Bank of America (BOA) accounts for six (6) months: Jan-2021 to Jun-2021.• Within 90 days, we reconciled all StartCHURCH American Express credit cards for eight (8) months: Dec-2020 to Jul-2021.• Within 90 days, we created custom reporting for the Technology Division that summarized all software purchases & subscriptions by month and by vendor.• Within 90 days, we created and distributed CEO’s first Total Payroll Report.• In Sep-2021, we implemented a Capitalization Policy effective 01/01/2021.• In Sep-2021, we completed our first estimate of Employee Retention Tax Credit (ERTC) for 2020-2021 by individual employee.• In Oct-2021, we created 2013-2021 YOY Efficiency Statistics (Payroll vs. Sales) for CEO.• In Oct-2021, we published a StartCHURCH Blog entry, Everyone Wins with the SIMPLE IRA.• In Oct-2021, we created a monthly Financial Accounting Close Calendar to track individual tasks and completion dates.• In Nov-2021, we published StartCHURCH’s first Balance Sheet Reconciliation Status & Tracking to insure that all balance sheet accounts are reconciled monthly.• In Nov-2021, we implemented a PTO Tracker for HR to monitor and manage employees with negative PTO balances and with PTO balances > 40 hours.• In Dec-2021, we transitioned accounting processes (bill audit, bill categorization, vendor payment, etc.) for all new healthcare/insurance providers: Cigna, Principal Life, Flex Facts, HealthPERX.2,000 Char Max -
Contract ConsultantVarious Companies 2001 - May 2021Greater Atlanta AreaRefined engagement deliverables with client, directed day-to-day staff activities, informed clientof project status, coached and evaluated staff performance, and balanced administrativeduties of engagement management with personal product delivery.Engagement Scope Included: Audit Readiness & Facilitation; Full Scope Sarbanes-Oxley(SOX) Compliance; Business Operations Modeling; Data Mining, Validation, and FinancialAnalysis; Process Improvement & Automation; Engagement Planning & Project Management;Software Revenue Recognition; Internal Control Design & Testing; Budgeting & Forecasting;Accounting Staff Augmentation; System Implementation; Financial & Operational Reporting.Clients Included: AirWatch, AMVESCAP, AT&T Mobility, Atlanta Vineyard Church, BellSouthLong Distance, Brightworth, FiduciaryVest, Georgia Department of Community Health, Hughes Telematics, Infor Global Solutions, ING, Marine Products Corporation, Mirant, Numerex, PerimeterChurch, PowerPlan Consultants, Rollins, RPC, Russell Athletic, and Wandering WiFi.Partners Included: Accretive Solutions, Axis Teknologies, Experis Finance, Horn Murdock Cole,J Curve LLC, and Jefferson Wells. -
Vice President, CfoWorld2One 2000 - 2001Greater Atlanta Area• Directed overall financial policy and functions including accounting, reporting, forecasting, riskmanagement, treasury, and resource allocation.• Defined and staffed the finance, accounting, and administrative support functions.• Produced business plan and investor memorandum documents. Determined periodic privateequity valuation of World2one and set purchase price for multiple equity offerings.• Transitioned the company from low-end accounting software (QuickBooks Pro) to MicrosoftDynamics NAV (previously, Navision) based on internal needs analysis.
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Various PositionsBellsouth 1992 - 2000Greater Atlanta Area; Greater Memphis Area7 ½ years of dynamic accounting, finance, operations, strategic planning, and international experience including:• Manager – Finance & Business Planning; BellSouth Corporation; Atlanta, GA• Manager of Regional Business Operations; BellSouth Mobility; Memphis, TN• Senior Financial Analyst; BellSouth Mobility; Memphis, TN• Financial Analyst; BellSouth Cellular Corp.; Atlanta, GA• Senior Accountant – Consolidations; BellSouth Cellular Corp.; Atlanta, GA -
Senior AccountantWr Grace 1991 - 1992Greater Atlanta AreaFast-Foods Division (Del Taco Restaurants, Inc.) -
Staff AccountantPrice Waterhouse 1990 - 1991Greater Atlanta Area -
Postgraduate InternFinancial Accounting Standards Board (Fasb) 1988 - 1989Norwalk, Connecticut
Gene S. Wheeler, Cpa Skills
Gene S. Wheeler, Cpa Education Details
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Accounting -
Accounting
Frequently Asked Questions about Gene S. Wheeler, Cpa
What company does Gene S. Wheeler, Cpa work for?
Gene S. Wheeler, Cpa works for Startchurch
What is Gene S. Wheeler, Cpa's role at the current company?
Gene S. Wheeler, Cpa's current role is Director of Finance at StartCHURCH.
What is Gene S. Wheeler, Cpa's email address?
Gene S. Wheeler, Cpa's email address is ge****@****ail.com
What schools did Gene S. Wheeler, Cpa attend?
Gene S. Wheeler, Cpa attended Auburn University, Auburn University.
What are some of Gene S. Wheeler, Cpa's interests?
Gene S. Wheeler, Cpa has interest in Project/contract Work, Reconnecting With Friends And Colleagues, Sharing Life Stories Over Coffee.
What skills is Gene S. Wheeler, Cpa known for?
Gene S. Wheeler, Cpa has skills like Financial Analysis, Operations Management, Revenue Recognition, Sarbanes Oxley Act, Risk Management, Accounting, Training, Business Process, Analysis, Coaching, Strategy, Internal Controls.
Who are Gene S. Wheeler, Cpa's colleagues?
Gene S. Wheeler, Cpa's colleagues are Tj Hawkins, Ph.d., Heidy B Sorto, Lacey Mcdonaugh, Raul Rivera, Daniel Jackson, Caitlin V., America Kimlinger.
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