Nancy Williamson, CPA – Technical Director
In 2017, Nancy became one of 500 tax professionals who has completed the American Institute for Certified Tax Coaches training academy leading to the Certified Tax Coach designation. She is also one of the select few certified Profit First Professionals in the nation. These certifications provide an added level of expertise in areas of business strategy and tax planning – all centered around making her clients’ businesses more profitable than ever before.
With her long-standing motto “no surprises”, Nancy strives to establish trust with her clients by always offering fixed-fee contracts where services are determined in advance for the entire year. While working with Nancy, you’ll never be surprised by an unexpected invoice or a hidden fee.
Education & Background
Nancy works diligently to help her clients achieve benefits through sound accounting, leading financial practices, and unparalleled expertise and advice. Complimenting her strong business acumen, Nancy revels in her ability to establish personable and fun relationships with clients and is pleased to offer a one-stop financial solution for each of her client’s financial needs.
Gary Williamson, Director of Business Development
Gary believes in being honest and transparent with every customer—explaining what you can and can’t do, openly admitting when you don’t know, seeking answers and resources beyond yourself, and, most importantly, doing what you said you would do.