12th Annual DAM-CANCER Golf Classic

On Friday, September 15, Wheeler Accountants sent representatives to compete in the 12th annual DAM-CANCER Golf Classic in beautiful Sonoma County at the Foxtail Golf Course.

This tournament is hosted by the David Andrew “Pooh” Maddan Foundation (or DAM-CANCER), a 501(c)(3) charitable organization established in honor of Dave Maddan, whose life was cut much too short as a result of complications related to the treatment of osteosarcoma (cancer of the bone). Their mission is to provide financial assistance to young adults diagnosed with cancer and to fund innovative cancer treatments and research.

Nick Satterfield (tax manager) carried the Wheeler team, according to Michael Gurr (partner), and he also won longest drive. Wheeler came in second place overall. Congratulations, team!

In addition to the golf tournament, there was a reception, dinner and exciting auction, including a presentation by our own Matt Wheeler, a co-founder of the DAM-CANCER Foundation.

August 2023 Wheeler Collaborative Day

On August 10th, the Wheeler team took a day off before the busy tax season to gather as a company for a Collaborative Day. This is a day in which most employees come in to the office and re-connect with co-workers in person. Those that work remotely in other states or a city farther away from the firm were able to join online. While some staff faced the camera for our revamped website (coming soon!), others met to discuss various topics about the firm.

We started off the day by getting our carbs in with donuts and bagels and then we broke off by management levels. Each management level (staff, supervisors, managers, and partners) had their own meetings to discuss workflow, deadlines, and firm logistics. We then had our first Partner Panel Session moderated by our two Tax Supervisors, Yesica Morales and Kevin Huang.

During the panel, three of our partners, Dahleet Dittmer, CPA, Vanessa Mun, CPA, and Matt Wheeler, CPA, openly discussed their journey to becoming Partners, the responsibilities as Partners, and even addressed any and all questions from our Wheeler team. This fun and informative session gave us all a small glimpse of life as a Partner at Wheeler.

We ended our day with Departmental meetings to discuss goals, concerns, and upcoming events for each department.

Collaboration is a key aspect of running an accounting firm, and although we put the tax deadline on hold for just one day, we know days like this will help our firm maximize productivity going forward.

Overall, it was a productive day and we cannot wait until our next Collaborative Day in December. For now, we are back to our desks tackling the tax deadlines!

Wheeler Collaborative Day, February 2023

On Thursday, February 9, the Wheeler team gathered at the San Jose office, as well as in virtual meetings, for the second of many Collaborative Days. After the first Collaborative Day in Fall of 2022, the positive feedback was overwhelming, so the tradition began. These events are opportunities for the local team to connect in person, spend dedicated time discussing important topics in an open environment, and top it off with fun teambuilding experiences!

On February 9, we first held a time of remembrance for Keith Plottel, his legacy, and his contributions to the firm and the greater tax community. Then we broke out into small groups rotating through a range of subjects, including:

  • Potential topics for future blog posts
  • Website improvements
  • Our vision for internal committees at Wheeler
  • Department specific needs, and
  • Improving collaboration with our remote team members

Thank you to all of our staff for jumping in and participating—we believe the best way to grow and improve is by hearing from everyone in the firm at all staff levels and working together to implement the best ideas.

After a full day of collaboration, the party moved to LVL Up in Campbell, a nostalgic arcade bar filled with over 25 classic arcade games and pinball machines.