About our Firm | |
Background |
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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 |
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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 |
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Paul Williams, CPA CVA |
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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:
Professional Activities
Community Activities:
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Luke Williams, CVA | |
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. |
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luke@kwcpallc.com | |
Judy Barrett |
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![]() 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. |
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judy@kwcpallc.com |