Kim Weller, CPA/ABV

Chief Financial Officer at Better Health Together
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

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Jennifer Jackson, JD, SHRM-CP

Kim's business valuation work is timely and thorough. She has a in-depth knowledge of business valuation methods and is able to explain complex concepts in a straightforward manner. Her work has been very helpful to my business transactions practice.

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Credentials

  • Certified Public Accountant
    Washington State Board of Accountancy
    Feb, 2011
    - Nov, 2024
  • Accredited in Business Valuation
    American Institute of Certified Public Accountants
    Mar, 2011
    - Nov, 2024

Experience

  • Better Health Together
    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Chief Financial Officer
      • Aug 2019 - Present

  • Anastasi, Moore & Martin, PLLC
    • Spokane, Washington Area
    • Manager
      • Apr 2013 - Aug 2019

      I prepare business valuations for financial statement reporting (Goodwill Impairment Analysis, Purchase Price Allocation, etc.), tax reporting (estate & gift, "S" election, etc.), and for litigation purposes (marital dissolution, dissenting shareholder, etc.). I prepare business valuations for financial statement reporting (Goodwill Impairment Analysis, Purchase Price Allocation, etc.), tax reporting (estate & gift, "S" election, etc.), and for litigation purposes (marital dissolution, dissenting shareholder, etc.).

  • Moss Adams
    • United States
    • Accounting
    • 700 & Above Employee
    • Manager
      • Jan 2007 - Apr 2013

      I prepared business valuations for financial statement reporting (Goodwill Impairment Analysis, Purchase Price Allocation, etc.), tax reporting (estate and gift tax, "S" election, etc.), and for litigation purposes (marital dissolution, dissenting shareholder, etc.). I prepared business valuations for financial statement reporting (Goodwill Impairment Analysis, Purchase Price Allocation, etc.), tax reporting (estate and gift tax, "S" election, etc.), and for litigation purposes (marital dissolution, dissenting shareholder, etc.).

  • Wellotson Holdings, LLC
    • Petersburg, Virginia
    • Office Manager
      • 2003 - 2005

      I was the Office Manager for a company whose holdings consisted of historic rehabilitation projects, property management and retail stores. As part of my duties, I managed the Historic Tax Credit process and applications for various projects, reported on project status and construction variance results, managed a retail store and rental properties. I was the Office Manager for a company whose holdings consisted of historic rehabilitation projects, property management and retail stores. As part of my duties, I managed the Historic Tax Credit process and applications for various projects, reported on project status and construction variance results, managed a retail store and rental properties.

  • Shorebank Enterprise Pacific
    • Ilwaco, Washington
    • Director of Finance
      • 1996 - 2003

      I was the Director of Finance for a certified nonprofit Community Development Financial Institution (CDFI). As the Director of Finance, I was part of the management team and a contributor to the company's strategic plan. My duties included performing or being responsible for all financial related tasks, including financial reporting and budgeting. I was also responsible for managing the employee benefit programs. I was the Director of Finance for a certified nonprofit Community Development Financial Institution (CDFI). As the Director of Finance, I was part of the management team and a contributor to the company's strategic plan. My duties included performing or being responsible for all financial related tasks, including financial reporting and budgeting. I was also responsible for managing the employee benefit programs.

Education

  • Washington State University
    BA, Business Administration

Community

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