Bill Simon, C.P.A. graduated from Southern Connecticut State University in 2008, with a Bachelor of Science in Business Administration, concentrating in Accounting. Bill began his career working for a small local accounting firm in Connecticut before moving to a large national accounting firm. Bill joined the firm in 2020, bringing 13 years of experience, and he is a manger in the firm's assurance services group, which includes audits, reviews, and compilations of for-profit and non-profit entities, as well as audits of employee benefit plans.
Bill specifically focuses on client in healthcare, real estate and construction industries. Additionally, Bill has experience providing audit services to employee benefit plans, which include 401K profit sharing plans, 403b plans, defined benefit pension plans, and employee stock ownership plans.
Bill is an active member of the American institute of Certified Public Accountants and the Connecticut Society of CPA’s. Additionally, Bill serves on the finance committee for The Center for Family Justice, Inc. located in Connecticut.