Bill graduated from Miami University in 1969 with a Bachelor of Science in Business Administration and in 1971 with a Masters in Business Administration. Bill founded the firm in 1985 and served as managing shareholder from 1985 through 2013. From 1971 to 1985 he was employed by Deloitte Haskins & Sells nka Deloitte. From 1981 to 1985 he was the partner in charge of the tax department of their Dayton, Ohio office.
Bill provides a wide variety of accounting, tax and business consulting services to his clients. His primary focus is serving dealerships, family and closely held businesses and health care professionals.
Bill is a member of the American Institute of Certified Public Accountants, including the tax section and the Ohio Society of Certified Public Accountants.
He is on the investment committee of First United Methodist Church in Middletown, Ohio and a member of the audit and finance committees of Otterbein Homes. Bill serves on the audit committee of the United Theological Seminary.
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