Dustin Wheeler
@dustinwCPA
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CPA, CFO, Husband, Father. I’m on X to learn financial and technology tips from others and collaborate.
Lehi, UT
Joined May 2009
My solution to the chaos of electrical roulette was creating a OneNote notebook called “Home.” For us accountants, this kind of system-building is second nature. We see unlabeled breaker boxes and think: “This is a chart of accounts waiting to happen.” https://t.co/Jc2nzTW5Hv
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Never use ChatGPT for these 11 things, says CNET… and guess what made the list? Personalized financial and tax planning.
linkedin.com
🚫 Never use ChatGPT for these 11 things, says CNET… and guess what made the list? Personalized financial and tax planning. 😬 AI may be smart, but it doesn’t (yet) know: 📅 When your spouse turned...
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🎹 This is my first-ever musical recording. I hesitated to share it since I’m not a professionally trained concert pianist. But this piece is meaningful to me because it’s a tribute—imperfect, but heartfelt. https://t.co/l2ALxpe1Tb
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Exciting news in accounting education!
cpatrendlines.com
ACTIONABLE INTELLIGENCE FOR TAX, ACCOUNTING, AND FINANCIAL PROFESSIONALS
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Just read this gem by @BlakeTOliver, and I must say, embracing a bit of laziness can be our secret weapon for success. https://t.co/WdnRiL3GNq
accountingtoday.com
Once you see how much more value you and your managers can deliver to the firm when you're freed up from doing routine client work, you'll never want to go back to the old way of doing business.
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“Businesses don’t fail, but founders flee.” The most successful organizations need a Chief Disruption Officer (to disrupt your organization before competitors do). - @siliconslopes conversation with Jared Stewart
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I’m happy to share that I’m starting a new position as Chief Financial Officer at Andina Family Offices! One aspect that makes this transition even more exciting is the opportunity to work alongside Brett Belliston, CFP®, CPWA®, AEP® CEPA who I've known a… https://t.co/aVR6YAk3jy
linkedin.com
I’m happy to share that I’m starting a new position as Chief Financial Officer at Andina Family Offices! One aspect that makes this transition even more exciting is the opportunity to work alongside...
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Have you ever found yourself buried under a mountain of receipts or lost in a labyrinth of expense reports? Well, fear not! Matthew Henningson and I are presenting a webinar today at 11:00 AM Mountain time to explain how you can es… https://t.co/4JTNcYvdeQ
lnkd.in
This link will take you to a page that’s not on LinkedIn
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I started using ChatGPT a few weeks ago after seeing @JStaatsCPA share a ton of practical use cases. I’m impressed with how it can simplify things to a fifth grade level (sometimes, I need that). Now I can talk to my kids about work and practice my Mater impression.
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I enjoyed the opportunity to be a guest on the Transformation Talks podcast with @donnyitk and share my thoughts on how a technology-focused individual or team can help a firm educate staff, automate work, and improve the client experience. Thanks, Donny! https://t.co/zmpJK90YIV
cpatrendlines.com
ACTIONABLE INTELLIGENCE FOR TAX, ACCOUNTING, AND FINANCIAL PROFESSIONALS
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#CASTwitter, do you formalize digital skills training as part of your service offering, and do you go beyond just basic training on your tech stack?
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“Volunteer for projects, stretch yourself, and be a problem solver in your companies.” @JJohnsonNow #SiliconSlopes
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You Should Automate Your Financial Goals
lifehacker.com
From 401k contributions to setting aside money for savings, set it and forget it.
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I often listen to podcasts during my Saturday chores, and today enjoyed this one with @donnyitk and @liz_farr. I took a few notes of the wisdom shared for accountants to shift their mindset: 1. Develop the ability to see patterns a… https://t.co/l0XujB1F6K
lnkd.in
This link will take you to a page that’s not on LinkedIn
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Kindness & love for the community is key in finding investment opportunities. Honesty is the most important trait of founders. Teachability is vital in our team. -Davis Warnock at @siliconslopes
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