Closely Held Business & Entrepreneurial Services, Employee Benefit Plans, Manufacturing and Distribution, Professional Services

Bill focuses on serving clients across a wide range of industries with an emphasis on manufacturing and distribution, real estate and professional services. With more than 19 years of public accounting experience, he specializes in complex audit and consulting engagements for both closely held companies and SEC-reporting entities, including assisting clients in their successful registration efforts with the Securities and Exchange Commission. Bill also provides business advisory consulting services, primarily related to the valuation of closely held companies. In addition, he is the managing shareholder of the firm’s CSRA (Augusta & Aiken) office.

Education, Credentials and Special Training
Certified Public Accountant (GA License #18126)
Accredited in Business Valuation
Certified Valuation Analyst
B.S. Business Administration, concentration in Accounting, University of
     South Carolina-Aiken (Outstanding Achievement in Accounting)

Professional Affiliations
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
South Carolina Association of Certified Public Accountants
Institute of Management Accountants
American Society of Appraisers (Candidate Member, completed three of
     four required exams)
National Association of Certified Valuation Analysts
Estate Planning Council of Augusta

Civic and Community Activities
Treasurer, Leadership Augusta, Class of 2002
Executive Committee, University Health Care Foundation
Past Board Member, Kiwanis Club of Downtown Augusta