Wheeler Pulliam

Background

About Wheeler Pulliam

Wheeler works with accountants, CPAs, bookkeepers and the like deliver more value to their clients through a proven and efficient system that allows them to be both more proactive and holistic in their business. With the accounting & finance industry in constant flux, clients expect more out of their accountants than simply tax returns and internal audits. Research shows that accountants are the #1 trusted source when it comes to money matters and clients bank on them to have the answer. Research also shows how this additional client demand places even more stress on a normally already strained accounting office struggling not only to provide a timely service, but one with little to no room for error. So how does an accountant realistically keep up with these new client demands without decreasing the level of service their clients have come to know and expect? Dr. Wheeler Pulliam offers an answer to this question. He does so by teaching accountants how to meet these new client demands by becoming more holistic and proactive in their practice. He shows accountants a proven and efficient system that allows the accountant not only the ability to address a majority of their clients' monetary concerns, but in a manner that affords the accountant more time to do so! Here are just a few areas of value add to the client through this approach- Increased tax savings - Cost segregation - Money Management - Business valuation - Succession planning - Qualified plans - Employee retention - Tax credits - Estate planning This approach allows the CPA to deliver the value that their clients want and need, while simultaneously reducing the inefficiencies that most accountants experience using the traditional model.