Andrew (AJ) Wheeler

Manager at Tyee Carr Advisory
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Contact Information
us****@****om
(386) 825-5501
Languages
  • Conversational Spanish -

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Andrew is a thoughtful and dedicated student. Andrew's willingness to help others inspired me to do the same. His knowledge of the material was always solid and his ability to look past the superficial was, and is, excellent. Andrew is a trusted colleague and I never hesitate to share ideas with him.

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Manager
      • Sep 2019 - Present

      Helping growth minded businesses and non-profits build and maintain an efficient and compliant accounting department. Helping growth minded businesses and non-profits build and maintain an efficient and compliant accounting department.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Accountant
      • Aug 2013 - Jun 2019

      Managed 30+ audit clients Single audit engagements Variety of client base from non-profits, financial service firm, sales companies, and governmental entities Tax preparation (individuals, corporations, non-profit 990s, etc.) Business consultation and implementation services Managed 30+ audit clients Single audit engagements Variety of client base from non-profits, financial service firm, sales companies, and governmental entities Tax preparation (individuals, corporations, non-profit 990s, etc.) Business consultation and implementation services

    • Volunteer Tax Preparer
      • Dec 2011 - Apr 2014

      File Federal and Oregon state tax returns Extensive training and IRS certification in the 2011 tax code Created multiple Excel templates for use in collection of tax data Managed all IT issues and updates for the Tigard site including installing and updating all software File Federal and Oregon state tax returns Extensive training and IRS certification in the 2011 tax code Created multiple Excel templates for use in collection of tax data Managed all IT issues and updates for the Tigard site including installing and updating all software

    • United States
    • Apparel & Fashion
    • 1 - 100 Employee
    • Controller
      • Jun 2012 - Aug 2013

      Responsible for transitioning company books from excel to QuickBooks. Reconciled 5 bank accounts and 2 credit cards for 2 years and over $2 million in sales and expenditures Transfer information from online storefront and wholesale distributing to QuickBooks. Set up a chart of accounts that matched the business structure, income, and expenses. Responsible for transitioning company books from excel to QuickBooks. Reconciled 5 bank accounts and 2 credit cards for 2 years and over $2 million in sales and expenditures Transfer information from online storefront and wholesale distributing to QuickBooks. Set up a chart of accounts that matched the business structure, income, and expenses.

    • President
      • Apr 2012 - Aug 2013

      I was President of Beta Alpha Psi the professional accounting group and honor society at Portland State University. We provide resources and connection to the accounting profession through community outreach, seminars, events, tutoring, and recruiting . I oversee the chapter's operation, initiate new proposals, steer the chapter in new directions and report directly to the faculty adviser Tyee Carr, and serve on the behalf of the other officers and the 100 plus pledges and members. Responsible for the management and completion of all projects and agendas for Beta Alpha Psi Work closely with students, faculty, and industry professionals on a daily basis to facilitate accounting education, volunteer, and employment opportunities Authorize all financial transactions that are needed and the authorized signer of all checks Updating and redesigning the organization's website using WordPress Show less

    • Owner and operator
      • Aug 2006 - Apr 2011

      In charge of all customer relations and biding construction jobs Oversaw cost allocation of deposits for inventory and supplies management Responsible for all A/R and A/P Managed a diverse crew of general construction laborers and sub-contractors In charge of all customer relations and biding construction jobs Oversaw cost allocation of deposits for inventory and supplies management Responsible for all A/R and A/P Managed a diverse crew of general construction laborers and sub-contractors

    • Foreman / Job Manager
      • May 2006 - Apr 2009

      Responsible for all customer relations and bids on residential construction jobs Oversaw inventory and supplies management as well as IT systems Handled all bookkeeping including A/R, A/P, and payroll Implemented QuickBooks and converted information to Excel Responsible for all customer relations and bids on residential construction jobs Oversaw inventory and supplies management as well as IT systems Handled all bookkeeping including A/R, A/P, and payroll Implemented QuickBooks and converted information to Excel

  • T.I.N.T.
    • Tucson, Arizona Area
    • Office manager
      • Jan 2003 - Jan 2005

      Ran day to day front office operations including all customer relations Logged general ledger for sales and purchases Handled accounts receivable collections process Prepared and reconciled payroll for 6 employees Prepared tax information for company's accountant Show less

Education

  • 2011- 2013 Portland State
    Bachelor of Science, Business Administration; Accounting
    2010 - 2012
  • Portland Community College
    Transfer associates, business
    2009 - 2010

Community

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