Tyler J. Wilcox, CPA

VELU LLC Company Brochure 2020

HELPING NONPROFIT LEADERS MASTER THEIR BUDGETS & ELEVATE THEIR CAPACITY WITH OUTSOURCED ACCOUNTING SERVICES

617 S 14th Street, Ste 204 Omaha, Nebraska 68102

Your Advisor Mr. Wilcox has four years of experience practicing

in the public accounting field. Prior to that he spent nearly six years working for the State of

Nebraska in its audit division. In those experiences

he has led projects for companies the size of small start-ups to hundreds of millions of dollars in revenues. He will be accountable for all facets

of the engagement including, but not limited to, compliance scheduling

with

and

accounting

communications

standards, with

all

stakeholders, and final delivery of all work product.

Tyler highly values being a proactive leader and team player to ensure goals are met on time and

in an accurate manner. A summarized resume of

Tyler’s past accomplishments has been provided below.

Tyler J. Wilcox, CPA Experience Founder of Velu, L.L.C. in 2019 9+ years in professional accounting, audit, and tax Certified Public Accountant

twilcox@velu.us Education

CONTINUITY

University of Nebraska-Omaha B.S. Business Administration - Accounting, 2010

We are committed to ensuring the continuity of our staff. With that said, it is our objective to grow

as a firm. It’s important for both sides to

understand that might mean the Managing Director will not be directly involved with the

Continued Professional Education 2016 – 2017 Reporting Period: >90 hours of CPE 2018 – 2019 Reporting Period: >90 hours of CPE

engagement in perpetuity. However, it is our

intention to always keep at least one member of

the engagement each subsequent year in order to maintain a high quality of work product, and

improve efficiency and continuity throughout the term of our relationship.

2

Not-for-Profit CPE Government & Nonprofit Accounting & Auditing Revenue Recognition for Non-profits Navigating the Guidance on Grants and Contributions Charitable Non-monetary contributions Optimizing Technology in the Not-for-profit Industry

Why Velu?

PASSION FOR PEOPLE With

all

the

different

accounting

FUTURE FOCUSED and

consulting firms out there we continuously

strive to differentiate ourselves from the

pack. We think the best way to do that is by focusing on people and ensuring everyone

we work with, from employees to clients, are

of the utmost integrity. Our core values of teamwork,

dedication,

education,

and

creativity were chosen with the intention

that every employee, top to bottom, would

be chosen according to those principles and use them to guide the way they

approach their work every day. We strongly

believe if we take care of our employees, they will take care of you.

A lot of the work we do has to do with current and previous month transactions and generating financial

statements

based

on

historical

information. However, this information is most useful when interpreting it with the future in mind.

When taking on our engagements we like to dive deep

into

what

the

organization

wants

to

accomplish in the coming year(s) and ensure their finances are aligned with those goals.

MEASURED SUCCESS Success can be measured, and we help you to analyze those key performance indicators on an on-going basis. We concentrate on areas for improvement based on key metrics that are

IMPROVED QUALITY OF LIFE At the end of the day, whether you are a small business owner or leader of a growing

scrutinized in your respective industry. This system

of constant monitoring will ensure nothing gets

left behind and your business is always moving forward.

organization you just want to know that your accounting and taxes are being done right by someone with expertise in the field. Our

experienced Certified Public Accountant

and Quickbooks Certified Proadvisor will give you the peace of mind you need to hand off the day-to-day grind of this critical piece of your business so you can

get back to what you do best‌serve your clients.

TECHNOLOGY DRIVEN Technology has been a key driver to the success of our organization, and we believe it can be for

you as well. The benefits are clear in terms of

increased efficiency, collaboration, and capacity.

We

help

you

couple

those

benefits

with

decreased risks and decreased costs to create a win-win

shift

from

traditional

local

accounting infrastructure to the cloud.

3

based

What Velu Offers

Founded in January 2019, we set our mission of becoming the #1 provider of CFO services for nonprofits in the United States. Our ideal clients are small to medium sized businesses and their

leaders who want to focus their efforts on the mission of their organizations, and put the important aspect of accounting and tax into the hands of someone who views themselves as team member with expertise in that field.

We believe the financial well-being of your organization involves more than just the day-to-day

accounting and compliance efforts. It takes being a proactive professional who can think outside of the box. It requires someone who cares about the mission of the organization and has the ability to convey its message through a financial perspective to all internal and external stakeholders.

Not every business runs the same or has the same needs. Our process starts by asking the relevant questions and listening. We use that information to develop a game plan with timelines so expectations are clear. We believe a strong foundation is the key to reaching new heights!

Topics such as the best accounting software to use, developing a customized chart of accounts, key financial policies, internal controls and financial procedures, cloud technology, and automation are

just some of the areas that define the form and function of your back office. We look to ensure these areas are operating at top efficiency right away.

With the foundation built we can dive into the more strategic areas of your business. These are things like entity structure, industry research, grant research, financial analysis, health insurance,

fringe benefits, and 401k and retirement plans. These are some of the areas you can begin to build your business from the foundation to start reaching to the sky!!

Finally, we are certified professionals. We are not salespeople...we are consultants. Our goal is to

always prepare accurate financial statements and tax returns, but we also want you to understand how these things work. After all, you are the one driving your business every day so it is crucial you are comfortable with your accounting and taxes.

Thank you for the opportunity to be a part of your team!

4

Tyler J. Wilcox, CPA

Managing Director