Dustin L Wheeler, CPA

National BOS Sr Manager

I enjoy sharing knowledge and helping others succeed. The satisfying moments of teaching people a better way of doing things drives me to seek innovative solutions. I'm a CPA with a particular interest in business intelligence and technologies that improve accounting processes. With extreme patience and a methodical approach, I have a knack for learning these technologies well and helping others adopt them.

OVERVIEW

Dustin helps our clients implement technologies that automate and enhance accounting systems, including expense management, accounts payable, workflow, reporting, business intelligence and cash flow forecasting.

With a methodical and deliberate approach, Dustin ensures the preparation and communication is sufficient to get a job done right. His broad experience in tax, audit and consulting help him identify innovative opportunities across service lines and collaborate with the right people.

When he's not working, he enjoys spending time with his wife and three sons. Having sporadically played music at times in his life, he's an unaccomplished pianist, saxophonist and percussionist (but not a drummer). Despite being of average height, he enjoys playing basketball with friends and once scored 8 points in a rec league game.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant, Nevada and Utah
  • Member of the Certified QuickBooks ProAdvisor Program
  • Certified Xero Partner
  • Bill.com Certified Expert
  • Sage Intacct Accounting Specialist

Education

  • Masters of Accountancy – University of Nevada, Las Vegas
  • Bachelor of Accountancy – Brigham Young University-Idaho

KNOWLEDGE

Client Work

  • Evaluates and implements technologies to streamline accounting and business operation workflows.
  • Oversees cloud accounting software conversions and implementation of third-party integrations for bill payments, eCommerce, reporting and document management.
  • Participates in Eide Bailly innovation teams for blockchain, macros/shortcuts and robotic process automation.

COMMUNITY

Community Involvement

  • Active in church and related service opportunities