Since joining the firm in November of 2012, Bill has been responsible for servicing clients in a variety of industries including medical, engineering, manufacturing, private foundations and investment funds. Responsibilities include payroll preparation, payroll and sales tax return preparation, bank reconciliations, client bookkeeping, bill paying, and general ledger maintenance and financial statement preparation using QuickBooks and other client accounting software. Other duties include Preparation of individual, partnership and corporate tax returns for a diverse group of clients. Bill also assists in the preparation of investment portfolio performance reports for endowment funds and investment partnerships.
Liberty University MS Accounting
Liberty University BS Government Policy, Minor Criminal Justice