William Heffelfinger, CPA, CGMA
HeffelfingerWilliam_Oct2016
Partner

Experience

Bill is driven by the problem-solving aspect of his clients’ accounting issues and values the opportunity to develop strong relationships that often become friendships. Getting to know the
whole company by listening and spending time at the business itself is how he picks up on the way his clients think and like to run their business. Bill has a strong background in:

  • Auditing and other assurance engagements
  • Employee benefit plan audits
  • Inventory costing consulting and evaluation
  • Business forecasts and projections
  • Business acquisition and divestitures
  • Systems and knowledge management documentation
  • Family business planning and succession planning
  • Employment compliance and employee management
  • Corporate and individual tax planning and preparation

Community Involvement

  • Business Development Corporation (South Bend), treasurer
  • Granger Community Church, member
  • Michiana Echo Soccer Club, past treasurer and board member
  • Habitat for Humanity of St. Joseph County, past board member

Professional Memberships

  • American Institute of Certified Public Accountants
  • Indiana CPA Society
  • INCPAS Educational Foundation, past president and past trustee

Interests

Bill enjoys spending time with his wife and adult children, as well as golfing, working in the yard and flower gardens with his wife, reading, and enjoying all things sports. Bill remains passionate about soccer and is active as an advisor in the community’s travel soccer programs.

Education

Grace College, Winona Lake, IN

  • B.S. in Accounting
  • B.S. in Business Administration