Casi Wheeler
Director of Client Services
- 11+ Years of Accounting Experience
including extensive Public Accounting experience
- Accounting Clean Up Expertise
cleaning up and reviewing financials for tax preparation and quarterly tax calculations
- Tax Return Preparation & Review
including individual income tax returns, corporate returns, partnership tax returns, sales tax returns, and Texas franchise returns
ROLES
- Reviewed monthly reoccurring accounting books, helped record transactions to books and prepared monthly statements which included actual to forecasted numbers.
- Trained staff and seniors on tax returns, how to reconcile books and how to tie out retained earnings back to the tax return.
- Reviewed and prepared quarterly tax calculation for clients and extension tax calculation for any taxes that will be owed at tax filing deadline.
- Filed monthly sales tax reports
- Collected over $100k in past-due Accounts receivable
- Assisted in implementing a new medical software to better improve scheduling and collections processes.
- Prepared weekly budget report for CFO & CEO
- Reviewed monthly Accounts Payable transactions, reconciled the books monthly.
- Trained the front office on how to use new scheduling software and how to record cash and credit card sales correctly.
PROJECTS
- Enabled Clients to take additional tax credits to help lower their taxable income.
- Trained clients to use their accounting software more efficiently and produce financials for tax preparation and estimated tax calculations.
- Helped clients get ready for IRS audits and proved revenue and expenses were accurate to what was filed on the tax return.
- Reviewed the financials for a Private Equity company with 20 + intercompany entities. Tied out K-1s to capital accounts since books were tax basis for each entity.
- Reviewed and prepared complex partnership returns with extensive basis calculations, worked on 1031 exchanges, and reviewed Operating agreements
