Kyle Shields, Cpa Email and Phone Number
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Kyle Shields, Cpa is a Co-Founder and Partner at Acction Advisors. He possess expertise in accounting, analysis, team building, business analysis, customer relations and 35 more skills. He is proficient in Italian.
Acction Advisors
View- Website:
- wealthcompassfinancial.com
- Employees:
- 2
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Co-Founder And PartnerAcction AdvisorsOceanside, Ca, Us -
CpaWealth Compass Financial Jan 2024 - PresentCarlsbad, California, United States -
Co-OwnerRolling Suds Nov 2023 - PresentCarlsbad, California, United StatesResidential and Commercial Power Washing -
Chief Financial OfficerSnowball Industries Jun 2023 - Nov 2023Las Vegas, Nevada, United StatesJoined Snowball Industries as the Interim Chief Financial Officer with a primary focus on revitalizing the finance and accounting functions. -
Chief Financial OfficerSweetwater Care Nov 2017 - Feb 2023Encinitas, CaHere, I held a pivotal C-Suite executive position, directly accountable to the owners and founders, where I played a crucial role in formulating and executing strategies for sustained growth in startup skilled nursing facilities. Additionally, I steered the organization from inception to $200M in revenue, delivered strategic and financial leadership, and propelled the company into the next phase of expansion.➥Secured a total capital infusion of $118M and oversaw the expansion of the organization from 3 rehabilitation centers to 24 under my leadership.➥Spearheaded a significant revenue growth trajectory, increasing from $263K in 2017 to $2.5M in 2019 and surpassing $170M in 2022. ➥Built and oversaw the accounting, finance, payroll, HR, billing, and procurement teams supporting the centers. -
Tax SeniorHalverson & Company, Certified Public Accountants Sep 2016 - Oct 2017Encinitas, CaI oversaw a team offering consulting and tax compliance support to a publicly traded healthcare corporation with annual revenues exceeding $1B, operating across 100 locations.➥Implemented process automation to streamline compliance operations, leading to substantial time savings for the compliance team. -
Tax SeniorDeloitte Oct 2014 - Aug 2016Costa MesaPrepared federal and state income tax returns and quarterly estimates for corporations (revenue >$500M), partnerships (revenue >$2B), and high net worth individuals (taxable income >$25M) across various industries including construction, education, commercial real estate, rental real estate, retail, private equity, and manufacturing. Audited year end and quarterly income tax provisions for public corporations (revenue >$500M) across various industries including aviation, healthcare, retail, and technology. - Services provided to high net worth individuals include preparing quarterly estimates, cash flow projections, and future year’s tax liability projections.- Experience researching federal and state tax codes and regulations, and GAAP accounting for income tax rules.- Developed process improvements for profitability tracking/invoicing clients.- Coordinated projects with teams in different service lines, offices, and countries. -
Community ManagerStartup Grind Oct 2012 - Oct 2014Managed international team of volunteer chapter directors. Developed recruiting and onboarding process for volunteers and trained volunteers on tools and best practices for their local communities. Assisted local chapter directors in organization and marketing of events for local entrepreneurs.- Grew team of international volunteers from 5 to over 200 people.- Improved process of collecting international payments from more than 30 countries.- Designed and built executive dashboard that presented key performance indicators from live events and online content. -
Utah Chapter DirectorStartup Grind Aug 2012 - Oct 2014Provo, Utah Area- Organized monthly networking events for Utah entrepreneurs, more than 70 attendees monthly.- Built relationships with local businesses to sponsor event locations and food for attendees.- Developed relationships with successful entrepreneurs and invited them to be interviewed at monthly meetings. -
Tax InternDeloitte Jan 2013 - Apr 2013Costa Mesa -
Business DevelopmentFerevo Mar 2012 - Aug 2012Provo, Utah AreaHelped secure $250,000 in seed round funding for further development and business growth. Directed mobile applications development team from design to launch of new product.Analyzed user data, found usage trends that led to implementation of new advertising strategies. -
Research AssistantBrigham Young University Dec 2011 - Aug 2012Provo, Utah AreaCollected publication data that was used to rank accounting professors and institutions.Help draft research paper of findings from data collected titled, "Accounting Education Research: Ranking Institutions and Individual Scholars."Links to database and published paper below.
Kyle Shields, Cpa Skills
Kyle Shields, Cpa Education Details
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Accountancy -
Accountancy
Frequently Asked Questions about Kyle Shields, Cpa
What company does Kyle Shields, Cpa work for?
Kyle Shields, Cpa works for Acction Advisors
What is Kyle Shields, Cpa's role at the current company?
Kyle Shields, Cpa's current role is Co-Founder and Partner.
What is Kyle Shields, Cpa's email address?
Kyle Shields, Cpa's email address is ks****@****ind.com
What is Kyle Shields, Cpa's direct phone number?
Kyle Shields, Cpa's direct phone number is +191644*****
What schools did Kyle Shields, Cpa attend?
Kyle Shields, Cpa attended Brigham Young University, Brigham Young University.
What are some of Kyle Shields, Cpa's interests?
Kyle Shields, Cpa has interest in Rock Climbing, Scuba Diving, Sailing, Hiking, Swimming.
What skills is Kyle Shields, Cpa known for?
Kyle Shields, Cpa has skills like Accounting, Analysis, Team Building, Business Analysis, Customer Relations, Excel, Team Leadership, Social Media, Microsoft Office, Social Networking, Powerpoint, Research.
Who are Kyle Shields, Cpa's colleagues?
Kyle Shields, Cpa's colleagues are Rilee Grau.
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