Overview

Bill has ten years of public accounting experience, all with CLA and working exclusively with not-for-profit clients in various subindustries. Concentrations include audits of social service organizations, foundations and educational institutions.  Technical expertise includes single audit and yellow book compliance, financial reporting under U.S. GAAP and federal & state tax compliance for tax-exempt organizations.

Outside of serving his clients, Bill is active in a variety of firm-wide initiatives, including CLA's seamless assurance advantage and the CLA Instructors Program. Bill has presented and instructed in various internal and external training conferences. Bill is also active in his office's local campus recruiting effort, which includes on-campus interviews, school presentations and other office recruiting events.

Upcoming speaking engagements

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Resources and event materials

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In the community

Pennsylvania Institute of Certified Public Accountants

American Institute of Certified Public Accountants

LaSalle College High School Alumni Association