Meet John A. Warekois

Your Accountant

Personalized, Professional, & Problem-Free

I’ve spent over 23 years as a top financial advisor and CPA, and 10 of those years were spent in the corporate world, working as a CFO for Motorcycle Superstore. I’m proud that I was part of the financial team that took that company from $7 million to over $100 million a year! But while it was truly exciting and satisfying to expand a business into a multimillion-dollar corporation, and see it grow from 30 employees to 300 employees – I found that I missed the interaction and satisfaction of working with people one on one, on a more personal and individual level.

I came from Chicago 21 years ago because my beautiful wife, Terri, grew up in Eugene – and once she brought me out here – I fell in love with this area. I also fell in love with the people and the community here, and knew it was time to make the move into opening my own business – doing what I do best! Terri and I felt that Southern Oregon was a great place to raise a child, and so my son, Dylan, was born here in 2008. We enjoy all the outdoor activities this great area offers, and we’re looking forward to Dylan completing his education here in Oregon, especially if we can visit him and attend a Ducks game at the same time!

Knowing my background, a lot of people have asked why I specialize in tax preparation; I guess it can be hard for people to grasp that I enjoy doing taxes! It’s true though, and not only do I enjoy doing taxes, I enjoy making a difference in people’s lives, because I know what a difference preparation can make when it comes to preventing problems, pressure, and unnecessary headaches! I like the idea of helping people build a life here in the beautiful Rogue Valley, and being a part of the momentum that is moving Oregon toward a growing economic future!

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John’s Resume

CFO – Motorcycle Superstore & Motorcycle USA

Assess organizational performance against both the annual budget and the long & short term
strategies using internally developed tools and systems to provide critical financial and
operational information to the President & BOD making actionable recommendations on both
strategy and operations.
Prepare consolidated financial reports and operating results and interpret/analyze the data
provided to senior management and the Board of Directors.
Oversee long-term budgetary planning and costs management in alignment with the strategic plan.
Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate
Generally Accepted Accounting Principles, regulatory requirements, other funding requirements
Maintain internal control safeguards and coordinate all audit activity.
Manage cash flow and forecasting. Develop a reliable cash flow projection process and reporting mechanism to meet operating needs.
Oversee budgeting and the implementation of budgets to monitor progress and financial metrics.
Develop and monitor the annual operating and capital budgets for information and technology
systems.
Worked in collaboration with Key Leadership Team members to evaluate existing technology,
information systems, marketing programs, staffing, inventory management, research new
solutions, and technologies, as well as recommending changes.
Lead M&A financial due diligence & financial integration process
Key decision-maker in the following areas: Health Insurance, General Insurance, Shipping (UPS), Outside CPA Firm, Banking & Financing.

Tax Manager – Michael L. Piels CPA, LLP

QuickBooks consultant for small businesses.
Created and updated working papers that document the understanding of audit area, such as preparing flowcharts and spreadsheets; conducting written analysis; writing narratives describing accounting entries, describing significant policies and regulations; gathering exhibits; and other permanent audit department records.
Reviewed and performed risk analysis of the audit area to identify in advance the perceived internal control strengths and weaknesses, to aid in the design of an effective audit program.
Determined whether internal controls are functioning as intended.
Achieved a low write-down rate for work performed for clients.
Determine appropriate conclusions and makes useful recommendations based on audit work completed.
Prepared Financial Statements in accordance with GAAP.
Federal & State Tax Preparation for Corporations, Partnerships, Not for Profit and Individuals.

Supervisor – Kosmatka Donnelly & Co. LLP

Developed technical understanding necessary to make knowledgeable decisions.
Created and updated working papers that document the understanding of audit area, such as preparing flowcharts and spreadsheets; conducting written analysis; writing narratives describing accounting entries, describing significant policies and regulations; gathering exhibits; and other permanent audit department records.
Achieved a low write-down rate for work performed for clients.
Reviewed and performed risk analysis of the audit area to identify in advance the perceived internal control strengths and weaknesses, to aid in the design of an effective audit program.
Determined whether internal controls are functioning as intended.
Determine appropriate conclusions and makes useful recommendations based on audit work completed.
Prepared Financial Statements in accordance with GAAP.
Served as a lead auditor over other auditors on projects as assigned, which also included delegation of audit duties to auditors on the project, review of the staff auditor’s work, offering constructive criticism as needed, and training of audit staff.
Federal & State Tax Preparation for Corporations, Partnerships, Not for Profit and Individuals

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