This quarter’s employee spotlight is shared by senior accountant Cristina Villalobos and administrative assistant Sandra Baron. Both Cristina and Sandra went to great lengths to see the Wheeler team through this tax season.
Cristina played a crucial role in assisting both the tax and attest side this quarter. She provided tremendous administrative support to the newest partners and quickly adapted to the firm’s new processes. Cristina also temporarily filled the role and managed the many client relationships of fellow senior accountant Frances Meng while she has been away on maternity leave.
Sandra also stepped up to the plate of a very challenging busy season, putting in significant overtime hours to keep the firm steady while we experienced a lot of admin team turnover with temps. She made a great effort to bridge the processes between Wheeler Accountants and Just Gurr & Associates following the merge, helping the folks that were new to our firm learn our processes while keeping the client experience as undisturbed as possible. Sandra also provided valuable feedback to the long-time preparers to ensure a smooth client experience.
A big congratulations to Cristina & Sandra for being selected as Q2 2022’s Employees of the Quarter!