Background Background For years, our firm has been providing quality, personalized financial guidance to local individuals
and businesses. Our expertise ranges from basic tax management and accounting services to more in-
depth services such as audits, financial statements, and financial planning.
Our Mission Our mission is to help clients maintain financial viability in the present while taking a proactive
approach to achieve future goals. This requires open communication to reach an understanding of our
clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals
with high standards of excellence and professionalism.
Paul Williams Paul Williams has more than twenty-five years of public accounting experience in auditing and
accounting, he also has thirteen years of management experience in retail service industries. He is
a graduate from the University of Northern Colorado, where he obtained a Bachelor of Science degree
in business. He also has additional year and a half of masters level accounting course work from the
University of Colorado at Denver.
He has been certified as a CPA by the Colorado State Board of Accountancy since 1990 and certified
as a CVA (Certified Valuation Analyst) by the National Association of Certified Valuation Analysts
since 1996. The CVA designation is a statement to the business, professional and legal community
that an individual is qualified, through academic and practical experience, to meet the standards
and professional expertise required by the National Association of Certified Valuation Analysts.
CourtFort Collins, CO 80525