Captain of Your Financial Ship
David M. Williams, CPA, PA is a full-service Certified Public Accountant (CPA) firm situated in Wendell, NC. Our firm is licensed to practice in the state of North Carolina, and we take pride in the extensive range of services we offer to our clients. Our clientele includes business owners, executives, and independent professionals, and we are recognized for our affordability, experience, and friendly demeanor. At David M. Williams, CPA, PA, we combine expertise, experience, and the energy of our dedicated staff to provide each client with close personal and professional attention.
Our Values
Our firm is built on three underlying principles, namely professionalism, responsiveness, and quality. We believe that these values are instrumental to the outstanding service we provide to our clients. Our team is committed to these principles and upholds them in every interaction with clients.
- Professionalism: We conduct ourselves with the highest level of professionalism, ensuring that our clients receive the best advice and service possible. Our team is knowledgeable, experienced, and up-to-date with the latest industry trends and regulations.
- Responsiveness: We understand that our clients require our attention and support promptly. As such, we prioritize responsiveness and strive to address our clients' needs in a timely and efficient manner. Our clients can rely on us to be available and ready to assist when needed.
- Quality: We are dedicated to providing quality service and take pride in our work. Our team is committed to delivering accurate, reliable, and high-quality work that meets our clients' expectations.
Client Reviews
At David M. Williams, CPA, PA, we strive to provide the best possible service to our clients. We value feedback from our clients and encourage them to share their experiences with us. We are proud of the positive reviews we have received from our clients, and we invite prospective clients to read our testimonials to learn more about our services and the experiences of our clients.
Services for Individuals
Our firm offers a variety of services to individuals, including personal financial planning, retirement planning, estate planning, elder care, and wealth management. Our team of experienced professionals is committed to helping individuals achieve their financial goals and objectives. We understand that each client is unique, and we tailor our services to meet the specific needs of each individual.
Our personal financial planning services are designed to help individuals manage their financial resources effectively. Our team works with clients to develop a comprehensive financial plan that takes into account their income, expenses, assets, and liabilities. We provide guidance on investment strategies, retirement planning, and estate planning, ensuring that our clients have a solid financial plan in place.
Retirement planning is a critical aspect of financial planning. Our team helps individuals prepare for retirement by assessing their current financial situation and developing a plan to achieve their retirement goals. We work with clients to determine their retirement income needs, evaluate their sources of retirement income, and develop a plan to ensure that they have sufficient income during retirement.
Estate planning is an essential aspect of financial planning. Our team helps individuals prepare for the future by developing an estate plan that protects their assets and ensures that their wishes are carried out. We work with clients to develop a comprehensive estate plan that includes a will, trusts, powers of attorney, and advance directives.
Wealth management is a critical aspect of financial planning for high net worth individuals. Our team of experienced professionals provides comprehensive wealth management services to help individuals manage their assets effectively. We provide guidance on investment strategies, tax planning, and estate planning, ensuring that our clients' assets are protected and managed effectively.
Elder care is an essential aspect of financial planning for older adults. Our team provides comprehensive elder care services to help older adults manage their financial affairs effectively. We provide guidance on long-term care planning, estate planning, and insurance, ensuring that our clients have a solid plan in place.
Business Services
Our firm offers a wide range of services to businesses, including small business accounting, bookkeeping services, payroll services, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, business advisory services, financial planning for businesses, succession planning, new business formation, non-profit organizations, internal controls, litigation support, and tax services.
Our small business accounting services are designed to help small businesses manage their finances effectively. Our team provides comprehensive accounting services, including bookkeeping, financial statement preparation, and tax planning and preparation. We work closely with our clients to ensure that their financial records are accurate and up-to-date.
Bookkeeping services are an essential aspect of financial management for businesses of all sizes. Our team provides comprehensive bookkeeping services, including account reconciliation, financial statement preparation, and tax planning and preparation. We work with our clients to ensure that their financial records are accurate and up-to-date.
Payroll services are critical to the success of any business. Our team provides comprehensive payroll services, including payroll processing, tax deposits, and quarterly and annual payroll tax reporting. We work with our clients to ensure that their payroll obligations are met accurately and on time.
Part-time CFO services are ideal for small and medium-sized businesses that need financial management expertise but do not require a full-time CFO. Our team provides comprehensive financial management services, including financial planning, budgeting, forecasting, and financial reporting.
Audits, reviews, and compilations are essential components of financial reporting for businesses. Our team provides comprehensive audit, review, and compilation services, ensuring that our clients' financial statements are accurate and comply with generally accepted accounting principles (GAAP).
Forensic accounting is a specialized area of accounting that involves the investigation of financial irregularities and fraud. Our team provides comprehensive forensic accounting services, including fraud investigation, expert testimony, and litigation support.
Cash flow management is critical to the success of any business. Our team provides comprehensive cash flow management services, including cash flow forecasting, budgeting, and analysis.
Customer Service Experience
Reviews highlight a mixed bag when it comes to customer service experience with David's business. On one hand, some customers have had positive interactions, receiving helpful and respectful responses to their questions. On the other hand, some customers have had negative experiences, reporting rude and unprofessional behavior.
Positive Interactions
Some customers have appreciated David's willingness to take the time to answer their questions, providing helpful and respectful responses. They have felt valued and respected, with their tax questions being addressed to their satisfaction.
Negative Interactions
Unfortunately, some customers have had negative interactions with David, reporting rude and unprofessional behavior. They have felt disrespected and unvalued, with some even experiencing cursing and yelling over the phone. These negative experiences have left a bad taste in the customers' mouths, causing them to question David's professionalism and courtesy.
