Gene S. Wheeler, Cpa

Gene S. Wheeler, Cpa Email and Phone Number

Director of Finance at StartCHURCH @ StartCHURCH
duluth, georgia, united states
Gene S. Wheeler, Cpa's Location
Alpharetta, Georgia, United States, United States
Gene S. Wheeler, Cpa's Contact Details

Gene S. Wheeler, Cpa work email

Gene S. Wheeler, Cpa personal email

About Gene S. Wheeler, Cpa

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.

Gene S. Wheeler, Cpa's Current Company Details
StartCHURCH

Startchurch

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Director of Finance at StartCHURCH
duluth, georgia, united states
Website:
startchurch.com
Employees:
52
Gene S. Wheeler, Cpa Work Experience Details
  • Startchurch
    Director Of Finance
    Startchurch Jun 2021 - Present
    Atlanta 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
  • Various Companies
    Contract Consultant
    Various Companies 2001 - May 2021
    Greater Atlanta Area
    Refined 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.
  • World2One
    Vice President, Cfo
    World2One 2000 - 2001
    Greater 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.
  • Bellsouth
    Various Positions
    Bellsouth 1992 - 2000
    Greater Atlanta Area; Greater Memphis Area
    7 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
  • Wr Grace
    Senior Accountant
    Wr Grace 1991 - 1992
    Greater Atlanta Area
    Fast-Foods Division (Del Taco Restaurants, Inc.)
  • Price Waterhouse
    Staff Accountant
    Price Waterhouse 1990 - 1991
    Greater Atlanta Area
  • Financial Accounting Standards Board (Fasb)
    Postgraduate Intern
    Financial Accounting Standards Board (Fasb) 1988 - 1989
    Norwalk, Connecticut

Gene S. Wheeler, Cpa Skills

Financial Analysis Operations Management Revenue Recognition Sarbanes Oxley Act Risk Management Accounting Training Business Process Analysis Coaching Strategy Internal Controls Auditing Business Analysis Microsoft Excel Project Management Business Intelligence Business Planning Strategic Planning Crm Access Integration Business Development Visio Microsoft Access

Gene S. Wheeler, Cpa Education Details

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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