Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team. episode artwork

EPISODE · Mar 28, 2023 · 31 MIN

Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.

from CPA Trendlines Podcasts · host CPA Trendlines

Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationMany accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler. However, it didn't last long.MORE: Dustin Verity: Keep an Open Mind and Constantly Learn | Secret to Success? A Growth and Abundance Mindset | O.D. Lanier: Stepping Into Advisory | From Tax to Transformation | Early Adopters Gain an Edge in Audit | Why the Future is in Risk Advisory | Four Strategies for a Future Ready FirmMany accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler. However, it didn't last long. "Right out of college, I moved to Las Vegas and got a job with the largest local firm," Wheeler explained. "And my job there was pretty much strictly tax.""After a short stay there, I left for an opportunity with a smaller firm of about 16 people, which was a good change for me. It gave me an opportunity to develop some other talents that I wasn't able to use at the previous firm," he explained.Wheeler's growing interests in technology--and a growing family--led him to a larger firm in Utah, where he continued his obsession with cloud software, paperless office, client portals and more.But then, Eide Bailly came along.

Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationMany accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler. However, it didn't last long.MORE: Dustin Verity: Keep an Open Mind and Constantly Learn | Secret to Success? A Growth and Abundance Mindset | O.D. Lanier: Stepping Into Advisory | From Tax to Transformation | Early Adopters Gain an Edge in Audit | Why the Future is in Risk Advisory | Four Strategies for a Future Ready FirmMany accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler. However, it didn't last long. "Right out of college, I moved to Las Vegas and got a job with the largest local firm," Wheeler explained. "And my job there was pretty much strictly tax.""After a short stay there, I left for an opportunity with a smaller firm of about 16 people, which was a good change for me. It gave me an opportunity to develop some other talents that I wasn't able to use at the previous firm," he explained.Wheeler's growing interests in technology--and a growing family--led him to a larger firm in Utah, where he continued his obsession with cloud software, paperless office, client portals and more.But then, Eide Bailly came along.

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Transformation Talks with Dustin Wheeler: Tech advisors can revolutionize your team.

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Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationMany accounting graduates dream of joining large firms right out of college. That dream became a reality for Dustin Wheeler. However, it didn't last long.MORE: Dustin...

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