Bringing over 30 years’ experience, Bill is dedicated to meeting the audit and assurance needs of financial institutions.

Fully immersed in the industry, Bill has spent his public accounting career serving in leadership roles, where he has worked alongside credit unions, credit union service organizations (CUSOs) and small businesses to help deliver timely and quality client service. Specializing in financial statement and employee benefit plan audits, he goes beyond the numbers, bringing added value to each engagement by assisting clients to implement new financial reporting and regulatory requirements, offering industry best practices, identifying key areas of risk and positioning them for success.

Driven by his passion to help position clients for success, Bill works to understand clients’ unique situations and guide them through complicated financial reporting, internal control and operational challenges.