Bill is outgoing, positive, cheerful, sometimes overly friendly personality definitely does not fit the stereotype of CPAs and accountants who have earned Bachelor of Arts in Economics and Masters in Accounting degrees as Bill has. This personality disconnect often surprise some. Yet these same characteristics are also what makes Bill so effective when dealing with ‘adversaries’ like when he needs to have the State Department of Revenue erase an $18,000 assessment with a simple phone call; or, he is trying to find a lost college professor living in an Assisted Living Community; or, he is helping an Executor deal with opportunistic attorneys and impatient beneficiaries. Yes, Bill’s personality is both his best asset and his worse liability. People don’t expect a CPA to be so joyful, effective, with a get-it-done-now work ethic.


  • Accounting
  • Bookkeeping
  • General Ledger
  • Record Keeping
  • Auditing
  • Tax Consulting

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