Wesley Lindquist, Cpa Mba
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Wesley Lindquist, Cpa Mba Email & Phone Number

CFO of 100+ Businesses, CEO, Board Member, CPA, Author of "The Playbook To Managing Your Business By Numbers." Founder of Precision Financial LLC and other startups at Precision Financial, LLC
Location: Escondido, California, United States 15 work roles 2 schools
1 work email found @santaenergy.com 2 phones found area 973 and 203 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email l****@santaenergy.com
Direct phone (973) ***-****
LinkedIn Profile matched
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Current company
Role
CFO of 100+ Businesses, CEO, Board Member, CPA, Author of "The Playbook To Managing Your Business By Numbers." Founder of Precision Financial LLC and other startups
Location
Escondido, California, United States

Who is Wesley Lindquist, Cpa Mba? Overview

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Quick answer

Wesley Lindquist, Cpa Mba is listed as CFO of 100+ Businesses, CEO, Board Member, CPA, Author of "The Playbook To Managing Your Business By Numbers." Founder of Precision Financial LLC and other startups at Precision Financial, LLC, based in Escondido, California, United States. AeroLeads shows a work email signal at santaenergy.com, phone signal with area code 973, 203, and a matched LinkedIn profile for Wesley Lindquist, Cpa Mba.

Wesley Lindquist, Cpa Mba previously worked as Founder and CEO at Precision Financial, Llc and CEO at Precision Bookkeeping Services. Wesley Lindquist, Cpa Mba holds Bs, Accounting Information Systems from James Madison University.

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Email format at Precision Financial, LLC

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*@santaenergy.com
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AeroLeads found 1 current-domain work email signal for Wesley Lindquist, Cpa Mba. Compare company email patterns before reaching out.

Profile bio

About Wesley Lindquist, Cpa Mba

Wes Lindquist is a results driven CFO with 20 years of experience in financial, accounting and operations management in many industries. CFO or Controller for over 100 companies on a consultant or full-time basis, from startup to $400 million in revenue, which combined to raise $200+ million in equity financing and $50+ million in debt through dozens of transactions since 2010. 2015 SDBJ CFO of the Year FinalistIn 2016, Wesley founded Precision Financial, a best-in-class, boutique CFO consulting firm serving dozens of businesses combining to hundreds of millions in annual revenue. In 2018, Wesley founded TheNumbersEdge.com, an education platform that teaches small business owners how to manage their bookkeeping and finances like a CFO.In 2020, Wesley published The Playbook To Managing Your Business By The Numbers, a book designed to teach business owners how to implement better bookkeeping, to understand financial statements, and to use the resulting financial information to maximize wealth, increase profit and improve peace of mind. Wes is highly experienced at building accounting systems that run efficiently in real time. Top tier interpreter of financial statements and designer of KPI measurements to reflect the financial health of businesses. Strong in relationship building with staff through Board levels.Prior to a career shift to consulting and part-time CFO work, was responsible for P&L, balance sheet, forecasts, GAAP compliance, project accounting, annual budget & cash flow management at multiple $100MM+, well run, established firms including private equity owned.Significant experience in the energy industry, including as Controller of a $400 million petroleum distribution and natural gas trading firm, and as Asst CFO of a 500-employee solar installer. Significant experience with construction and service companies. Well known as a leader and subject matter expert with direct-to-consumer / e-commerce businesses. Board member, Treasurer and Chairman of Finance committee at three nonprofits since 2006, attending 100+ board meetings.Specialties: CPA (California)MBA, Finance with Honors from the Jack Welch College of Business at Sacred Heart UniversityBA in Accounting Information Systems from James Madison University

Listed skills include Forecasting, Financial Analysis, Accounting, Budgets, and 39 others.

Current workplace

Wesley Lindquist, Cpa Mba's current company

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Precision Financial, LLC
Precision Financial, Llc
CFO of 100+ Businesses, CEO, Board Member, CPA, Author of "The Playbook To Managing Your Business By Numbers." Founder of Precision Financial LLC and other startups
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15 roles

Wesley Lindquist, Cpa Mba work experience

A career timeline built from the work history available for this profile.

Founder And Ceo

Current

CFO level oversight of your existing company bookkeeping.Peace of mind. ​Adding best practices, templates, guidance and expert level oversight to your existing bookkeeping.Precision Financial, LLC exists because:1. 45% of businesses experience fraud in a two-year period, and nearly all of them are at businesses where the owner thinks "it won't happen to.

Feb 2016 - Present

Ceo

Current
Precision Bookkeeping Services

Bookkeeping for businesses of all sizes. Learn more at www.PrecisionBookkeeping.co

Mar 2023 - Present

Designer & Ceo

Current
The Gold Standard Of Accounting & Finance

The Playbook and Procedure Manual For Running Your Business Bookkeeping & Financial Statements With Consistency and Professionalism.Learn more at TheGoldStandard.pro

Jan 2023 - Present

Member Board Of Directors

Current
Outside The Bowl
Nov 2022 - Present

Owner & Founder

Current

The Numbers Edge helps business owners easily understand business finances and bookkeeping to increase profit and improve peace of mind. Learn more at www.TheNumbersEdge.com.

Jan 2019 - Present

Cfo

Current
A4D
Jan 2011 - Present

Chief Financial Officer & Co-Founder

Jan 2018 - Dec 2022

Board Of Directors Member, Treasurer

SuperFood Drive is a 501(c)3 non-profit organization committed to changing the face of hunger by turning all food drives into healthy food drives. SuperFood Drive seeks to transform local food drives, national food banks and global humanitarian aid into providers of nutrient-dense non-perishable SuperFoods. By educating both the givers and receivers of.

Aug 2012 - Apr 2016

Consulting Cfo

San Antonio, Texas, US

TGG Accounting's mission is to make business owners' lives better through excellent financial management. TGG Accounting, a 60-employee company in 2016, is an outsourced accounting department for small and mid-sized businesses (including staff accountant, controller and CFO services). We deliver timely, accurate, easy-to-understand financial information.

Feb 2010 - Feb 2016

Board Of Directors, Treasurer

North County Serenity House

Board of Directors member, Board Treasurer, and Chairman of Board Finance Committee for North County Serenity House.North County Serenity House is an established, leading provider of health services to women, children and families recovering from drug and alcohol dependencies in the North San Diego County area, with over 60 employees. The organization.

Mar 2008 - May 2015

Owner & President

Andralin Blue Consulting & California Tax Relief
Dec 2007 - Jan 2010

Senior Business Analyst

Grapevine, Texas, US

Co-manage finance and administration for a $100M+ national service organization, which serves 40%+ of the Fortune 100 and is quickly becoming a national leader in commercial solar implementation. Implement standards and measurement tools to improve information sharing, resource allocation and cost effectiveness. Design systems and processes to improve.

May 2008 - Dec 2009

Consultant

The Frensdorff Group At General Mortgage
Jan 2007 - Dec 2008

Corporate Controller

Santa Energy

Led all finance activities for the $400m holding company and 8 subsidiaries, including development of financial budget, forecast and analysis systems from scratch. Co-managed all aspects of finance, accounting and administration in a flat organization with MIT-educated CFO. Head project manager for ERP system conversion to SQL-based Info-Sys Software, used.

Aug 2003 - Apr 2007

Staff Accountant & Financial Analyst

San Diego, CA, US

Aug 2000 - Aug 2003
2 education records

Wesley Lindquist, Cpa Mba education

Bs, Accounting Information Systems

James Madison University

Mba, Finance

Sacred Heart University
FAQ

Frequently asked questions about Wesley Lindquist, Cpa Mba

Quick answers generated from the profile data available on this page.

What company does Wesley Lindquist, Cpa Mba work for?

Wesley Lindquist, Cpa Mba works for Precision Financial, LLC.

What is Wesley Lindquist, Cpa Mba's role at Precision Financial, LLC?

Wesley Lindquist, Cpa Mba is listed as CFO of 100+ Businesses, CEO, Board Member, CPA, Author of "The Playbook To Managing Your Business By Numbers." Founder of Precision Financial LLC and other startups at Precision Financial, LLC.

What is Wesley Lindquist, Cpa Mba's email address?

AeroLeads has found 1 work email signal at @santaenergy.com for Wesley Lindquist, Cpa Mba at Precision Financial, LLC.

What is Wesley Lindquist, Cpa Mba's phone number?

AeroLeads has found 2 phone signal(s) with area code 973, 203 for Wesley Lindquist, Cpa Mba at Precision Financial, LLC.

Where is Wesley Lindquist, Cpa Mba based?

Wesley Lindquist, Cpa Mba is based in Escondido, California, United States while working with Precision Financial, LLC.

What companies has Wesley Lindquist, Cpa Mba worked for?

Wesley Lindquist, Cpa Mba has worked for Precision Financial, Llc, Precision Bookkeeping Services, The Gold Standard Of Accounting & Finance, Outside The Bowl, and The Numbers Edge.

How can I contact Wesley Lindquist, Cpa Mba?

You can use AeroLeads to view verified contact signals for Wesley Lindquist, Cpa Mba at Precision Financial, LLC, including work email, phone, and LinkedIn data when available.

What schools did Wesley Lindquist, Cpa Mba attend?

Wesley Lindquist, Cpa Mba holds Bs, Accounting Information Systems from James Madison University.

What skills is Wesley Lindquist, Cpa Mba known for?

Wesley Lindquist, Cpa Mba is listed with skills including Forecasting, Financial Analysis, Accounting, Budgets, Finance, Management, Financial Reporting, and Strategy.

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