Our Firm

We are members of the:

  • Wisconsin Institute Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Oklahoma Society of Certified Public Accountants
  • National Association of Accountants
  • Better Business Bureau

Principal – Bill Matthews

Bill has worked in corporate environments for private and publicly held firms for over 20 years.  He has also been on the board of directors of several firms as well as Chief Financial Officer.  He received his CPA after working for 13 years.  Unlike most CPAs, Bill passed the exam on the first try and was in the upper 5%.  Every year Bill is involved in classes that provide continuing leading edge knowledge of the accounting and tax laws as well as continues his CPA licenses.  Bill is unusual in that he holds a Masters degree in Physics from University of Wisconsin and an MBA in finance from Loyola.  His skills in math and engineering fold into the mathematical financial environment and laws of the accounting profession; his sense of numbers goes beyond basic business sense.   Extensive experience in a cross section of industries and work environments while being responsible for major corporate holdings of smaller firms, and asset management, and over seeing loans, and internal audits from the big three firms, provides Bill with the knowledge and experience to manage your firms accounting and tax needs.  Bill has a successful track record and brings that to your firm as our client.
A detailed profile is on the Partner Profile web page.

 

The Firm – Wm Matthews C.P.A., S.C.

Wm Matthews CPA, SC was formed in 1988 by Bill and his wife JoAnn when they relocated to Elm Grove Wisconsin, returning to their home state to raise their family and fulfill a dream of owning their own business. Armed with powerful experience, Bill committed the firm to providing service and quality reporting to small to medium size firms as well as consulting with individuals.  We are proud to provide an environment that fosters the success of our client.

 

We look at the whole client not just a tax return or financial statement.  Our first step is to find out the clients expectations of us and their expectations of their business.  Then together, we can develop a plan of action to help the client reach their financial goals and objectives.   We can monitor the plans progress on an ongoing basis by comparing the interim financial information with our forecasts, and the clients accomplishments for the interval.  If needs have changed, with the clients help, we update the forecast and the objectives.  See “Our Services” for detailed offerings.  For some clients, we are their accounting department, while other clients want only parts of the process done by us.  Thus, we work with clients to customize a package that fits their needs and their budget.

 

Our firm has acquired several accounting firms from the Milwaukee area.  The staff of these firms have been brought on board, thus the company has roots going back beyond 1988 and provides stability of time.  Bill leads a firm that other C.P.A.’s and accountants trust and respect.  As the principle, the firms clients primary contact is with Bill whose skills and experience leads and forms the financial core of the firm.  His personal service and swift response, to the clients, sets us apart from the competition.

 

Our staff is a combination of full and part time associates that are in a continuing educational process so they can provide the best service in these rapidly changing times.  Their backgrounds offer a variety of experience that helps us service our multifaceted clients. As a sample: We have specialists in the accounting medical practice field with over 20 years of experience each.