“I have enjoyed working with William for my accounting needs. He follows up when I have questions and provides guidance on how to work through situations. I am looking forward to working with him for many years to come.”
- Kim, Insurance Industry
“As a small business owner, we sometimes feel the need to handle everything ourselves. Even if it is outside of our expertise. For years I have struggled with trying to understand my accounting system better. Honestly, I was just doing business without a plan, or an understanding of how my business was performing. It ended up costing me thousands of dollars due to my lack of understanding. Then I meet William. In a few short months, I went from not have a clue about my business backend, to learning how to understand my P&L and balance sheet, learning the importance of looking at my numbers monthly as well as quarterly to make sure I am on track to hit my goals, and being more accountable in the accuracy reporting all my expenses. For the first time in 5 years I have my budget entered into quick books and have had the opportunity to review it before the next year! I can truly say that I am doing my business with purpose for next year. I owe this all to William and his expert knowledge, patience, and diligence in making sure that I stay in business for years to come. I highly recommend him if you need someone to help you as a consultant on the financial end of your business!"
- Samantha, Real Estate Industry
“I originally chose to work with William because I knew he was familiar with QuickBooks online and that is the software my business uses. William solved my existing issues as well as simplified my accounting process moving forward. After years of staying behind from trying to handle the entire process myself, it’s a huge relief to have a CPA I can trust with any help I need; giving me more time to focus on running my business, and more importantly my family. William is very prompt and professional, while explaining everything simply and keeping me up to date on my accounting. Even if you currently handle your accounting yourself I would highly recommend speaking with William about how he can help.“
- Heath, Construction Industry