Firm Profile

 

About our Firm 

Background
Since 1994, 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 business valuations for buy/sell agreements, divorce and business exit 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.


Our Team

Paul Williams, CPA CVA

Paul Williams has more than thirty years of public accounting experience in auditing and accounting, he also has thirteen years of management experience in retail service industries. 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 value businesses that meet the standards and professional expertise required by the National Association of Certified Valuation Analysts.

Professional Experience:

  • 2014-Principal member/owner of firm KW CPAs LLC
  • 2005-2013 Managing member of firm
  • 1995, formed limited liability company, Knezovich and Williams CPAs LLC.
  • Partner, Knezovich and Williams CPAs 1994.
  • Specializes in valuations of closely held businesses for divorce, acquisition, buy/sell agreements, estate and gift taxes, franchise valuation or evaluation, litigation support and sale of business 1996 to present.
  • Staff accountant through senior-in-charge of audits, John B. Knezovich CPA - 1989 to 1994.
  • Vice-president of operations for Price Point retail stores 1984 - 1989.
  • Sales manager and buyer for FB Design (Fashion Bar) retail furniture and housewares stores 1974 - 1984.

Professional Activities

  • Member National Association of Certified Valuation Analysts (NACVA)

Community Activities:

  • Colorado Youth Outdoors-Financial Advisor
  • High Plains Hockey League-Executive Committee

paul@kwcpallc.com   

 
Luke Williams, CVA

Luke Williams Fort Collins Accountant

Luke Williams started with the firm in 2014 and earned his Certified Valuation Analyst credential in 2015.  He graduated from Colorado State University in 2011 with a Bachelor's Degreen in Finance with a minor in Economics.  In pursuit of a CPA credential and is currently studying and sitting for the CPA Exam.

luke@kwcpallc.com

Judy Barrett

Judy Barrett has been with our firm for 25 years. She is the administrative assistant/office manager and receptionist for the firm. Besides her normal duties of greeting clients, answering phones for our firm and our professional suite tenants, tax return and business valuation assembly, accounts receivable and accounts payable, she is also responsible for payroll processing, data entry and bank reconciliation services for our clients.

judy@kwcpallc.com    

Knezovich & Williams CPA, LLC BBB Business Review