Background
Bill Jeffreys has more than four decades of experience providing assurance, audit, review, and compilation services for family owned and closely held corporations, limited liability companies, and partnerships. He is a subject matter expert specializing in financial projections, forecasting, and business financial planning, helping clients gain meaningful insight into their financial performance.
Throughout his career, Bill has worked closely with management teams to enhance financial reporting, support strategic planning, and deliver practical, data-driven solutions tailored to each client’s needs.
Certifications
- Licensed CPA in New York
- Licensed CVA in New York
- Bachelor of Business Administration, Siena University
Contact William
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