Wes Read Cpa, Cfp® Email & Phone Number

San Diego, California (Ca), Us

PracticeCFO provides practice owners with comprehensive institutional level financial services at an affordable price. We offer a primary point of contact, in a very responsive, and caring manner. Services include CPA services (tax, accounting, bookkeeping,bill pay), practice financial consulting, personal financial planning, buyer representation in practice transitions, partnership consulting, investment services, and retirement plan services (i.e. 401K). With proper guidance, practice owners can achieve a high degree of financial success early in life. PracticeCFO specializes in providing this guidance to the following types of practice owners: Dental and Dental Specialty practice owners: Medical Practice OwnersPracticeCFO will integrate all aspects of our clients personal and business finances into a holistic plan. We'll oversee this plan in a fluid manner throughout the year. By doing so our clients feel organized. They experience greater financial progress, and they eliminate the financial stress in your life.

Practice Orbit is modernizing how dental practices are bought and sold today. Through its online marketplace platform, it brings together buyers and sellers directly and provides them with innovative tools to begin the transition process. Sellers can easily and anonymously create a practice profile and display it on the site, while buyers can effortlessly locate a practice and initiate an inquiry within the system. Some of these tools include a built-in price assessment, after-tax proceeds calculations to the seller, take-home pay estimates to the buyer, built-in legal documents such as NDAs and LOIs, and finally a chat room for both the buyer, seller, and their respective accounting and legal teams.Practice Orbit can also be a resource for dental practice brokers in two ways.First, they can use it to expose their listings to a larger pool of dental buyers. Practice Orbit deliberately markets to dental associates and institutional buyers by providing free education through its Dental Practice Sale Podcast as well as its Associates on Fire program. Additionally, Practice Orbit provides various tools for buyers to find practices for sale and manage their search efforts.Second, dental brokers can use the Practice Orbit tools to efficiently (1) list their practices using Practice Orbit’s easy-to-use digital listing form and (2) manage those listing through the point of LOI. Their My Dashboard page can include all their listing, related communications by listing, legal document tracking, and the secure seller vault for due diligence documents.

Jacksonville, Or, Us

Provide financial planning, tax compliance and planning, accounting, payroll, and investment management exclusively to dentists and dental specialists.

Seattle, Wa, Us

Provide highly detailed financial plans for high-net worth families and closely held business owners, advising on investment selection and placement, tax exposure, asset protection, retirement plans, estate planning, education planning, and charitable vehicles. Create financial models used by our wealth advisors firm wide. Constructed the spreadsheet used by the estate planning group of our parent company Moss Adams LLP, the largest accounting firm based in the west coast. Concentration is now weighted toward portfolio construction, relationship management, business development, and marketing strategies.

London, Gb

Financial Advisory Services-Identified areas of financial statement risk and performed testing on those areas, providing an opinion on the earnings releases of SEC registered companies.Technology & Security Risk Services-Helped to protect IT assets against external viruses, cyber terrorism and other malicious attacks and internal security threats. Advised on software application controls integrity. Improved IT processes. Addressed regulatory compliance on IT applications.

Handled the accounting for the income and expenses for the Brigham Young University School of Music. Created custom reports using Microsoft Access database. Improved work flow processes, including the development of a web-based purchase requisition process.

Master Of Science, Accounting

Bachelor Of Science, Accounting