Home / Professionals / Bill Schmidt, CPA, CFE

Bill Schmidt serves as the primary advisor to the stakeholders and owners of various closely-held and family-owned businesses, providing counsel on audit and accounting issues, business mergers and acquisitions, and venture capital funding. Bill assists clients with audit assurance technical issues including new audit pronouncements, technology matters relating to data retention, privacy, and consulting. He works with companies in diversified industries such as distribution, manufacturing, technology, and personal services.

In addition, Bill is a Certified Fraud Examiner. He works with clients to extract and analyze data from various technology platforms as a tool for investigation of possible fraud.

Certifications & Licensure

CPA – States of Ohio & Kentucky CFE – Certified Fraud Examiner

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants

Community Activities

Leukemia & Lymphoma Society American Cancer Society Kentucky Amateur Baseball Association St Xavier Church St Joseph Church Family Nutrition Center People Working Cooperatively

Education

BS, Accounting & Business Administration, Miami University

Industry & Service Specialization

Articles

From Bill

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Featured Articles

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2 Min Read

IRS Releases 2024 Cost-of-Living Adjustment Numbers 

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Top 3 Tips for Non-Profit Year End Donation

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The Pitfalls of Choosing the Cheapest SOC Report

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SECURE Act Changes to 401K Plan Rules

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The 7 Top Year-End Tax Tips for Individuals

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Transactional Services: Tax Due Diligence and the ERTC Dilemma

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