David Wheat, CPA

Professional Overview

David Wheat is a Certified Public Accountant (CPA) with extensive experience in the accounting and finance industry. As a CPA at Johnson, Miller & Co., CPAs, he is responsible for providing comprehensive financial services and strategic guidance to a diverse client base.

Experience Summary

Current Role

As a CPA at Johnson, Miller & Co., CPAs, David is responsible for managing a wide range of accounting and tax-related services for small to medium-sized businesses. His key responsibilities include financial statement preparation, tax planning and compliance, budgeting and forecasting, and providing strategic financial advice to help clients achieve their business objectives.

Career Progression

Prior to his current role, David held various accounting positions, including Senior Accountant at a regional accounting firm and Staff Accountant at a large multinational corporation. Throughout his career, he has demonstrated a strong aptitude for problem-solving, attention to detail, and the ability to deliver high-quality financial services to clients.

Academic Background

David holds a Bachelor of Science degree in Accounting from the University of New Mexico. He is a licensed CPA in the state of New Mexico and maintains memberships with the American Institute of Certified Public Accountants (AICPA) and the New Mexico Society of CPAs.

Areas of Expertise

• Financial statement preparation and analysis

• Tax planning, compliance, and optimization

• Budgeting and forecasting

• Internal control systems and risk management

• Accounting software implementation and integration

• Financial reporting and data analysis

Professional Impact

During his tenure at Johnson, Miller & Co., CPAs, David has played a pivotal role in helping numerous clients navigate complex financial challenges and achieve their business goals. His expertise in tax planning and compliance has enabled clients to maximize their tax savings, while his strategic financial advice has contributed to the growth and profitability of their organizations.

Conclusion

With his extensive accounting and finance background, David Wheat is a valuable asset to the Johnson, Miller & Co., CPAs team. He is committed to delivering exceptional client service and continues to explore new ways to leverage his technical skills and industry knowledge to drive positive outcomes for the firm's clients.