About Bill
As one of the co-founders of the firm, Bill’s goal was to create a sustainable, quality, independent CPA firm known for integrity and commitment to clients. Since 1973, he has made good on this commitment. Bill is an active and respected professional in the accounting profession.
His extensive background covers not only includes technical financial accounting and tax matters, but also general business dealings, succession issues of closely held businesses, business valuations and litigation support (often serving as an expert testimony), tax issues and real estate development issues. Bill works with individuals, partners and owners of closely held businesses in the industries including real estate, construction and non-profit.
- Rhode Island Family Court
- U.S. Bankruptcy Court
- Rhode Island Superior Court
- Massachusetts Superior Court
- Bryant College – Bachelor of Science in Business Administration: Accounting Concentration degree, summa cum laude, 1964
- Certified Public Accountant (CPA) designation, 1966
- Certified Valuation Analyst (CVA) designation, 1997
- Accredited in Business Valuation (ABV) designation, 2007
- Series 7 and Series 66 Certified Registered Representative (FINRA). 2009
- Distinguished Alumnus Award from Bryant University, 2016 – awarded for outstanding professional achievement and community service
- Distinguished Service to the Profession Award from the Rhode Island Society of Certified Public Accountants, 2006 – he was chosen by his peers in the accounting profession to receive this high honor
- Golden Key Award from Bryant University, 1964 – the highest honor given to an accounting major
- National Association of Accountants, Providence Chapter, member; past board of directors president
- National Association of Certified Valuation Analysts and Rhode Island Chapter of NACVA, member
- Rhode Island Society of CPAs, member; past board of directors and president (1981-1982)
- Barrington Community Scholarship Foundation Treasurer
- Holy Angels Church Parish Council Auditor
- American Institute of CPA’s, Area Legislative Committee and Council, served 1993-1996
- Barrington Heart Fund, former treasurer
- Barrington YMCA, Board of Management, former chairman of the board
- Golf Foundation of Rhode Island, Button Hole, former treasurer
- Providence Public Library, former treasurer and member of the board of trustees
- Renaissance 2000, former secretary and treasurer
- Rhode Island Country Club, past president and member of the board of governors for 17 years