Bill has been consulting for three decades to all sizes of businesses primarily working in the strategy, business management and organizational infrastructure areas. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Prior to becoming a CPA, he worked for IBM in sales back in the late 70's. As an entrepreneur, Bill has founded seven small businesses, among them was a CPA Firm and now his current management consulting firm - Succession Institute, LLC.
As an award-winning public speaker, Bill lectures throughout the U.S. and Canada to thousands of executives and CPAs each year. He has been featured on numerous television programs. As an award-winning author, Bill is internationally published with hundreds of articles and columns to his credit. He authors a bi-monthly column called "In the Bill-iverse" which is distributed by a number of State CPA Societies as part of their Practice Management e-newsletter.
Besides being published by various magazines, journals and newspapers, Bill and his partner, Dom Cingoranelli, have co-authored two books on Succession titled, Securing the Future: Building Your Firm's Succession Plan with its companion field guide called, Securing the Future: Implementing Your Firm's Succession Plan. He and Dom also co-authored the Succession Resource Center website materials for PCPS in 2008 and the fourth edition of their consulting book called, Becoming a Trusted Business Advisor, How to Add Value, Improve Client Loyalty, and Increase Profits. Finally, Bill's newest book is titled, The Overachiever's Guide to Getting Unstuck: Replan, Reprioritize, Reaffirm. All of their books have been published by the American Institute of Certified Public Accountants (the AICPA).
Bill is an active volunteer within his profession. Currently serving as Vice Chair of the AICPA, his past experience include leadership roles at both the State and National levels. He is a past member of the AICPA Board of Directors, past and current member of AICPA Council, and past Commissioner on the AICPA's National Accreditation Commission. He also serves as an advisory member on the Board of CPAFMA.
Accounting Today has listed him as one of the Top 100 Most Influential CPAs, CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants every year since they started tracking this data.