Patrick Wheeler, MBA

Principal, Outsourcing CFO

Patrick Wheeler, MBA

Principal, Outsourcing CFO

Patrick Wheeler is a Principal at BGM and leads the firm’s Outsourced Accounting and CFO Services Group. Patrick provides fractional CFO guidance in forecasting, budgeting, performance measurement, and strategic planning. With significant experience in finance, accounting, and operational leadership, Patrick helps organizations be forward looking with their financial performance towards the company’s strategic goals.

Areas of Expertise

Outsourced Accounting Solutions

Education, Credentials, & Honors

Master of Business Administration, University of Wisconsin – Eau Claire

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.