Wesley Lindquist, Cpa Mba

Wesley Lindquist, Cpa Mba Email and 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 @ Precision Financial, LLC
Wesley Lindquist, Cpa Mba's Location
Escondido, California, United States, United States
Wesley Lindquist, Cpa Mba's Contact Details

Wesley Lindquist, Cpa Mba personal email

Wesley Lindquist, Cpa Mba phone numbers

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

Wesley Lindquist, Cpa Mba's Current Company Details
Precision Financial, LLC

Precision Financial, Llc

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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
Wesley Lindquist, Cpa Mba Work Experience Details
  • Precision Financial, Llc
    Founder And Ceo
    Precision Financial, Llc Feb 2016 - Present
    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 me." Expert level oversight of the accounting is a key strategy in deterring, and detecting fraud. 2. Business managers who understand their numbers have a competitive advantage over those that don't.3. Best practices maximize efficiency, which creates time.learn more at www.PrecisionFinancialLLC.com
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  • Precision Bookkeeping Services
    Ceo
    Precision Bookkeeping Services Mar 2023 - Present
    Bookkeeping for businesses of all sizes. Learn more at www.PrecisionBookkeeping.co
  • The Gold Standard Of Accounting & Finance
    Designer & Ceo
    The Gold Standard Of Accounting & Finance Jan 2023 - Present
    The Playbook and Procedure Manual For Running Your Business Bookkeeping & Financial Statements With Consistency and Professionalism.Learn more at TheGoldStandard.pro
  • Outside The Bowl
    Member Board Of Directors
    Outside The Bowl Nov 2022 - Present
  • The Numbers Edge
    Owner & Founder
    The Numbers Edge Jan 2019 - Present
    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.
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  • A4D
    Cfo
    A4D Jan 2011 - Present
  • Jamiak Inc.
    Chief Financial Officer & Co-Founder
    Jamiak Inc. Jan 2018 - Dec 2022
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  • Superfood Drive
    Board Of Directors Member, Treasurer
    Superfood Drive Aug 2012 - Apr 2016
    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 non-perishable SuperFood items, we promote health and well-being to individuals and their communities.
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  • Tgg Accounting
    Consulting Cfo
    Tgg Accounting Feb 2010 - Feb 2016
    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 while saving accounting and administrative costs, with the ultimate result of increasing the business owner's take home income and the value of the company.Inc 5000: 2012, 2013, 2014, 2015 SDBJ Fastest Growing Companies: 2011, 2012, 2013, 2014SDBJ Best Places to Work: 2011, 2012, 2013, 2014UT San Diego Best Places to Work: 2014, 20152015 HIGHLIGHTS:San Diego Business Journal CFO of the Year finalistCFO of a software company that sold to a strategic partner for $20+ million, 10x EBITDA.16 debt transactions totaling $12 million. 3 equity transactions totaling $26 million.Drove cost cutting at a business to reduce fixed expenses by 65% when an industry downturn hit to save a company from insolvency. Led cost cutting of $1m+/year + raised $400k in debt financing to save a $4m/year firm from insolvency.Completed 12+month major overhaul of accounting processes & reporting at two businesses with combined $15m revenue, then installed new permanent financial leadership.2014 HIGHLIGHTS:CFO for 5 of the Top 100 businesses on the 2014 SDBJ Fastest Growing Companies, including 2 of the top 10.Managed one of the two company divisions at TGG in 2013 and 2014.Overhauled and redesigned accounting for $6m/year nonprofit. Reduced month end close time by 7 days while enhancing financial reporting to a 30-page package including analysis and projections used by Board of Directors.Overhauled and redesigned accounting for $8m/year software company. Reduced month end close time by 10 days while enhancing financial reporting to a 25-page package including analysis, which also facilitated due diligence.
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  • North County Serenity House
    Board Of Directors, Treasurer
    North County Serenity House Mar 2008 - May 2015
    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 provides programs to reduce substance abuse, including specialized treatment to women who have co-occurring substance abuse and mental disorders or pregnancy. The organization also provides quality supportive child development services. North County Serenity House has 125 beds for treatment and transitional housing, organized into multiple divisions and locations.Acquired by Healthright 360 in May 2015
  • Andralin Blue Consulting & California Tax Relief
    Owner & President
    Andralin Blue Consulting & California Tax Relief Dec 2007 - Jan 2010
  • Mcbride, Inc
    Senior Business Analyst
    Mcbride, Inc May 2008 - Dec 2009
    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 measurement and forecast of financial position. Work closely with operational managers to implement strategic changes to the business. Develop consistency across divisions. Provide tools to manage risk when expanding the magnitude of project size. Implement internal financial reporting standards that improve insight into the strengths and opportunities at our company. Facilitate communication among all divisions and executive management as a hub of information transmission. Monitor all projects and potential over $100k in contract value from inception to completion. Manage business success by numbers and measurements.
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  • The Frensdorff Group At General Mortgage
    Consultant
    The Frensdorff Group At General Mortgage Jan 2007 - Dec 2008
  • Santa Energy
    Corporate Controller
    Santa Energy Aug 2003 - Apr 2007
    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 by 90% of the company's office employees. Developed financial statement consolidation system from scratch using a SQL financial database, reducing consolidation time from 3 days to 45 minutes. Oversaw financial statement accuracy, accounting journal entries, GAAP compliance, hedging/futures/derivatives accounting and NPV/ROI analysis. Designed, built and improved management reporting systems including Great Plains/FRx, Crystal Reports, advanced Excel and MS Access modeling, ODBC data mining, SQL query analyzer and more.
  • Sharp Healthcare
    Staff Accountant & Financial Analyst
    Sharp Healthcare Aug 2000 - Aug 2003
    San Diego, Ca, Us
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Wesley Lindquist, Cpa Mba Skills

Forecasting Financial Analysis Accounting Budgets Finance Management Financial Reporting Strategy Process Improvement Leadership Strategic Planning Analysis Financial Accounting Cash Flow Managerial Finance Project Management Training Financial Statements Due Diligence Executive Management Budgeting Program Management Access Business Development Consulting Risk Management Executive Level Management Operations Management Cash Flow Forecasting Financial Planning Business Process Improvement Financial Statement Analysis Cash Flow Management Cpa Income Statement Strategic Financial Planning Revenue Recognition Financial Forecasting Gaap Us Gaap Business Planning Management Accounting Monthly Close

Wesley Lindquist, Cpa Mba Education Details

  • James Madison University
    James Madison University
    Accounting Information Systems
  • Sacred Heart University
    Sacred Heart University
    Finance

Frequently Asked Questions about Wesley Lindquist, Cpa Mba

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 the current company?

Wesley Lindquist, Cpa Mba's current role is 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.

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

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

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What schools did Wesley Lindquist, Cpa Mba attend?

Wesley Lindquist, Cpa Mba attended James Madison University, Sacred Heart University.

What are some of Wesley Lindquist, Cpa Mba's interests?

Wesley Lindquist, Cpa Mba has interest in Health.

What skills is Wesley Lindquist, Cpa Mba known for?

Wesley Lindquist, Cpa Mba has skills like Forecasting, Financial Analysis, Accounting, Budgets, Finance, Management, Financial Reporting, Strategy, Process Improvement, Leadership, Strategic Planning, Analysis.

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