Bill graduated with a Bachelor’s Degree from the University of Calgary in 1983, and received an MBA in 1985 from Brigham Young University. He then worked in various capacities as a Manager and Vice President with an auto parts company through 1995. At this time, Bill chose to start his own consulting firm, working for several companies, including Met Life, Honeywell, ING and Boeing until the year 2000.
In 2000, Bill established his own accounting firm, WJS & Associates CPA’s. He employs seven accountants, specializing in finance and tax reporting. They prepare a minimum of 300 tax returns per year and have approximately 300 private clients, as well as 120 corporate clients. Services vary from tax return preparation, bookkeeping services, as well as financial report compilations.
Bill expanded his services in 2012 to provide financial strategies and became an Executive Director as an Investment Advisor Representative with Global View Capital Management. His focus has changed to helping fewer clients, but offering a much broader variety of services. This model has proven very successful to the company, as well as for the clients.
QUALIFICATIONS
- MBA, Brigham Young University
- Securities Licenses: Series 26, 65
- Registered Investment Advisor
- Licensed in Health, Life and Long-Term Care Insurance
- Licensed CPA for the State of Utah