James Wheeler Email & Phone Number

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!

Listed skills include Strategy, Start Ups, Team Building, Leadership, and 11 others.