Philip P. Wheatley, CPA
General Business Qualifications:
Certified Public Accountant – since January, 1984, Active Maryland License #10356
Salisbury State College – BS Degree in Business / Accounting, May 1981
39 years of business and public accounting experience with a concentration in the health care industry in the Salisbury, Maryland / Delmarva Peninsula area, including accounting, finance, audit and income taxes including:
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.
Specific Employment History:
Chief Financial Officer – March 2008 to October 2008
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.
Chief Financial Officer – September 2006 to March 2008
For Delmarva Heart, LLC – a regional Cardiology practice with offices in Salisbury and Berlin, Maryland, @ 50 employees, including 6 physicians, annual revenue @ $9 million
Office Manager / Chief Financial Officer – December 2005 to September 2006
For Delmarva Heart, LLC
Chief Executive Officer and Chief Financial Officer – May 1999 to September 2005
For Peninsula Cardiology Associates, P.A. – a regional Cardiology practice with offices in Salisbury, Berlin and Cambridge, Maryland, @ 100 employees, including 13 physicians, annual revenue @ $12 million
Chief Financial Officer – January 1997 to April 1999
For Peninsula Cardiology Associates, P.A.
Certified Public Accountant, Manager – May 1981 to December 1996
With Pigg, Krahl, Stern & Co., P.A. – a regional Public Accounting Practice with offices in Salisbury and Ocean City, Maryland
Associations and memberships:
Business related: AICPA, and MACPA.
Kortney A. Robinson, EA
Kortney has been with the firm for almost 9 years. She is a 2011 graduate of Salisbury University and received her Bachelor’s Degree in Accounting with a minor in Mathematics. She has also completed the education and testing requirements to be designated as an Enrolled Agent (EA) with the IRS. She also manages the payroll processing and bookkeeping needs of our clients. Kortney lives in Salisbury with her husband and son and enjoys spending her free time at home with them.
Dale H. Wheatley
Dale is a 1981 graduate of Salisbury State College, with a degree in Physical Education. She received her Master’s Degree in Special Education from the University of Maryland College Park in 1985. She divides her days between her classroom at Northwestern Elementary and serving as the firm’s administrative assistant. Dale is the proud grandmother of 4 grandchildren.