The owner of the firm, Philip P. Wheatley, CPA, is an experienced practitioner with over 39 years of business experience on the Delmarva Peninsula. In the fall of 1983 he completed the CPA licensure examination and received his Maryland CPA license. In his 15 years of service with this firm (Now known as PKS & Company, PA) he advanced to the position of Manager.
At the firm he was responsible for the planning, preparation and delivery of financial, tax and retirement plan projects to numerous small to medium size business clients. His primary area of client focus was the health care industry. He was also responsible for the direct supervision of a number of staff accountants. Mr. Wheatley was offered this position as a direct result of his involvement in facilitating the merger of two local cardiology practices which formed the Peninsula Cardiology medical practice.
In 1999 Mr. Wheatley was promoted to the position of Chief Executive Officer / Chief Financial Officer with Peninsula Cardiology.
At the firm he was responsible for the planning, preparation and delivery of financial, tax and retirement plan projects to numerous small to medium size business clients. His primary area of client focus was the health care industry. He was also responsible for the direct supervision of a number of staff accountants. Mr. Wheatley was offered this position as a direct result of his involvement in facilitating the merger of two local cardiology practices which formed the Peninsula Cardiology medical practice.
In 1999 Mr. Wheatley was promoted to the position of Chief Executive Officer / Chief Financial Officer with Peninsula Cardiology.
Services
General business planning, consulting, operations management, business start ups, finance negotiations with banks for operations and construction needs, financial planning business and personal, income tax preparation and planning and retirement plan administration.
For Three Lower Counties Community Services, Inc - a regional Federally Qualified Community Health Center, Serving the Maryland Counties of Somerset, Wicomico and Worcester, @ 200 employees, 30 providers, annual revenues of @ $18 million.
For Three Lower Counties Community Services, Inc - a regional Federally Qualified Community Health Center, Serving the Maryland Counties of Somerset, Wicomico and Worcester, @ 200 employees, 30 providers, annual revenues of @ $18 million.
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