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After 15 years in executive financial and operational leadership roles within service and technology companies, I founded kept.pro to help businesses improve decision-making and reduce risk. Have you recently experienced any of the following: - Time to move to accrual accounting? - Issues with cash management or WIP reporting? - Can't tell if your company is profitable each month? - Wondering which of your customers, products, or service departments is profitable? - Struggling to find & retain qualified accounting personnel? - Thinking about selling and don't want to derail a deal due to accounting-related issues? - Need support preparing for an audit? - Tired of wondering when you'll see financials for last month?With an on-time month-end close rate exceeding 95% across our entire client portfolio, we specialize in supporting businesses with $2M to $30M in annual sales.From helping a VC-backed tech manufacturer navigate their first financial statements audit to successfully close a funding round; to integrating more than 30 acquisitions for a rapidly expanding service business; to establishing WIP reporting processes—we’ve built a full library of case studies. Visit our website to see how we support our clients in achieving their financial goals.If you'd like to see how our approach can benefit your business, feel free to DM me!
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FounderKept.ProSan Diego, Ca, Us -
Chief Executive OfficerKept.Pro 2023 - Present -
AdvisorKept.Pro 2021 - 2022kept.pro is designed by fractional CFOs to provide the best comprehensive bookkeeping services for growing companies. -
Chief Financial OfficerNarrative Financial Management 2017 - 2022San Diego, California, UsNarrative Financial Management is a fractional CFO service that provides ongoing oversight of the accounting, financial planning & analysis, treasury and tax functions for small and medium service and technology businesses. -
Chief Financial OfficerInvocare Usa, Inc 2015 - 2017Formerly a wholly owned subsidiary of InvoCare Limited (ASX.IVC); this innovative services startup was acquired in 2017.
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Chief Operating OfficerModern Analytics 2011 - 2015San Diego, California, UsModern Analytics provides large scale predictive analytics to Fortune 500 companies via their SaaS product and accompanying services. -
Director Of Operations - InterimUniversity Of California San Diego, Alumni Affairs 2010 - 2011La Jolla, Ca, UsThe Alumni Affairs office organizes and administers hundreds of diverse programs, key initiatives, services and events annually for a diverse network of more than 150,000 alumni. -
Director Of Operations And FinanceThe Aequitas Group 2006 - 2010UsThe Aequitas Group is a services and technology firm that specializes in developing clinical and economic solutions for global bio-pharmaceutical firms.
James Wheeler Skills
James Wheeler Education Details
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Uc San DiegoEconomics -
University Of California, San Diego - Rady School Of ManagementManagement
Frequently Asked Questions about James Wheeler
What company does James Wheeler work for?
James Wheeler works for Kept.pro
What is James Wheeler's role at the current company?
James Wheeler's current role is Founder.
What is James Wheeler's email address?
James Wheeler's email address is bu****@****bal.net
What is James Wheeler's direct phone number?
James Wheeler's direct phone number is +166129*****
What schools did James Wheeler attend?
James Wheeler attended Uc San Diego, University Of California, San Diego - Rady School Of Management.
What are some of James Wheeler's interests?
James Wheeler has interest in Exercise, Sweepstakes, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, Home Decoration, Health, Cooking.
What skills is James Wheeler known for?
James Wheeler has skills like Strategy, Start Ups, Team Building, Leadership, Management, Change Management, P&l Management, Strategic Planning, Cross Functional Team Leadership, Analytics, Contract Negotiation, Organizational Design.
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