Overview
William works with CEOs and CFOs of small- and medium-sized construction contractors, mortgage bankers, distributors, manufacturers, and nonprofit organizations seeking audit* and other assurance* services. He has considerable experience with employee benefit plan audits and HUD-related audits.
Experience
William is an assurance quality control specialist. Though his primary role is to supervise Aprio audit and other assurance engagements, he also provides outsourced technical consulting and outsourced Engagement Quality Control Review (EQCR) services to smaller firms. William leverages his technical knowledge and experience to build strong relationships by keeping clients informed, advising on new accounting standard implementations, and surfacing strategic insights from assurance deliverables.
He regularly identifies accruals and overstated assets, which directly benefit third-party users of his financial statements. William’s clients rest easy knowing that his work gives creditors and surety providers the detail and accuracy they need for assurance.
Education & Affiliations
William earned a Bachelor of Arts degree in Business Administration from Rutgers University. He is a certified public accountant (CPA) in both New Jersey and New York. William is a Certified Financial Planner™ professional and a member of the Financial Planning Association (FPA). He is also a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA), and the New York State Society of Certified Public Accountants (NYSSCPA).
*Aprio assurance, attest, and audit services provided by Aprio, LLP.
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