Professional Services 

We understand that costs are counted differently when a company is delivering people-based solutions rather than goods. We look for creative ways to reduce costs, find process improvements and remove some of the financial burden. We help service-based clients look beyond the numbers for strategies that will assist them in delivering a superior service to the marketplace while sustaining profits.

As your trusted advisors, we take on the challenges presented to business owners so you can provide quality services to clients, while we take off the pressures of keeping you on track to meet your business goals.

Some of the services we provide to our Professional Services clients include:

  • Audits, Reviews and Compilations
  • Federal, State and Local Tax Planning and Compliance
  • Financial Statement Preparation
  • Audits of Retirement and Employee Benefit Plans
  • Business Valuations
  • Fraud/Forensic Investigation
  • Multi-State Tax Planning
  • Succession Planning
  • Budgeting and Cash Flow Management
  • Estate Planning
  • Outsourced Accounting
  • Internal Control Evaluation and Review
  • Nexus Studies
Ed Golden

Ed Golden

Partner

Michael Womble

Michael Womble

Partner

PROFESSIONAL SERVICES NEWS & INSIGHTS

5 Steps to Begin – or Enhance – Your Data Privacy Strategy

5 Steps to Begin – or Enhance – Your Data Privacy Strategy

Millions of people are unaware of how their personal data is being collected, used, or shared in an increasingly digital society. As a business, it’s more important than ever to have a data privacy strategy to protect customers and employees and remain compliant with applicable regulations.

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Pooled Employer Plans: What’s New, What You Need to Know

Pooled Employer Plans: What’s New, What You Need to Know

Beginning January 1, 2021, pooled plan providers could start Pooled Employer Plans (PEPs), which Congress created to expand access to retirement benefits by allowing companies in unrelated industries to participate in a multiple employer plan (MEP). A little more than one year later, here’s what you need to know…

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Is Your Business Leveraging These Tax Breaks?

Is Your Business Leveraging These Tax Breaks?

As we move beyond the 2021 tax filing season, small businesses and self-employed taxpayers should be certain to take advantage of all of the tax deductions and opportunities available to them. The following are 10 top tax breaks for small businesses and business owners to keep in mind when finalizing their tax returns for 2021 and planning for 2022.

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In addition to a great work environment, I enjoy the many perks the firm has to offer as well. From the Dress for Your Day policy, which allows staff more flexibility in their attire (jeans!) on days when professional dress is not required, to the firm’s Half Day Friday policy from Memorial Day through Labor Day! For me, more comfortable workdays and having additional time to spend with family and friends or get a head start on my weekend during the summer months are just some of the ways that Williams Overman Pierce helps provide me with work life balance.

Ryan Hill, Manager

One of the benefits I enjoy the most here at Williams Overman Pierce is the work life balance that unlimited PTO provides. Since there are increased work hours during busy season, having unlimited PTO gives me the flexibility to create my own schedule during the less busy time of the year to rest and recharge without being confined to a few set weeks of time off during the year.

Lindsay Morris, Supervisor

Williams Overman Pierce is a great place to work, but my colleagues are what keeps me here! I love the fact that we not only share our knowledge with one another but support each other as well. During my time with the firm, not only have I been able to build professional relationships, but my colleagues have become my friends and really care about me and my well-being.

Savannah Sutton, Senior Accountant

Here at Williams Overman Pierce I am not only provided with opportunities to grow and meet challenges, but provided the support system and career guidance to do so. I like knowing that I am in the driver seat when it comes to my career path and progression and that I will be rewarded and promoted based on how hard I work.

Jonathan Ritter, Senior Accountant

I enjoy working at Williams Overman Pierce, as it allows both staff and interns to have the flexibility to explore all industries and service lines offered by the firm. When I joined the firm I did not have experience with many of the services offered by the firm . Having the opportunity to explore and work on a variety of industries and service lines has allowed me to be in control of my career and focus on those that I have a passion for most as opposed to being stuck in one industry. To me, this is just one of the many reasons Williams Overman Pierce stands out from other firms.

Erica Propst, Senior Accountant

I enjoy working at Williams Overman Pierce for many reasons, but one of my favorite things about working here is the open door culture. I am not just a number and my contributions matter. I am always impressed by the firm’s leadership team for their willingness to listen to employees (from all levels) about their aspirations, visions for the firm and improvements that could be made to the firm and/or our processes to continue to make Williams Overman Pierce a great place to work.

Thomas Fiedler, Supervisor