Bill built his understanding of VFG from the inside, joining the firm in 2021 and working across its tax, bookkeeping, and advisory functions before stepping into operational leadership. That depth now shapes how he runs the firm: he oversees tax, bookkeeping, and advisory, with oversight into audit, informed by firsthand knowledge of how the work actually gets done.
His priority is operational continuity, building the systems and structure that let a growing, multi-entity firm scale without losing what makes client work good in the first place.