Category Archives: About WK
If your business is small and relatively uncomplicated, hiring an accountant who prepares your tax return and assists with basic accounting functions might work well. However, if your business is growing quickly, has more legs than an octopus, and faces multiple challenges each day, you might need something more – a trusted business advisor.
WK’s vision is to cultivate high-trust relationships with our clients so we can serve as your most trusted business advisors. We want you to view your WK advisors as helpers who can guide you whenever you are wrestling with an issue, no matter what it is. With the depth and breadth of resources we have at WK, it’s likely we can help you. But if we aren’t the best source of assistance for your problem, we can refer you to a banker, insurance agent, business broker or other consultant with the expertise you need. Our most fulfilling work comes from solving our clients’ problems in whatever way we can.
An accountant looks back, an advisor looks forward
An accountant could be viewed as an historian, looking backward to help you understand what already happened. Your tax return is a picture of the previous year. Financial statements describe assets and liabilities from prior periods. Bookkeeping functions report activity that has already occurred.
But a trusted business advisor can help you look ahead to future opportunities. How can you minimize your tax liabilities going forward? What can you do to plan for growth, or to plan for the succession of your business? How can you structure your various business entities to minimize risk? We can work with you to ensure you make business moves with intention and advance planning.
Being proactive instead of reactive can save you time and money. For example, we have spent months helping one client unravel an accounting mess, which we are happy to do when it’s needed. But we’d much rather help clients set up their accounting system the right way from the start, so you’ll have the accurate information you need to make better business decisions.
The traits of a truly beneficial trusted advisor relationship
- We encourage face-to-face contact with our clients whenever possible. While we are never afraid to utilize technology to aid in communication with our clients, we think that direct contact is the foundation that best supports the trusted advisor relationship. Seeing you at your workplace and learning about your organization first-hand equips us to help you more efficiently and effectively.
- We provide frequent interactions with our clients throughout the year. We like to see our clients more than just once or twice a year. We like to keep in constant contact with our clients because we know that their concerns constantly change. We want you to feel comfortable contacting us when you need advice, no matter the size of the problem or when it arises.
- We ask questions, and we listen. When we get together with our clients, we typically like to start by asking, What keeps you up at night? We want to know the issues you are most concerned about so that we can help address them and help mitigate your fears.
- We bring ideas to you. By staying abreast of trends in your industry and the latest legal and regulatory changes, we can help you take advantage of available tools. Whether we’re communicating in person, by phone, or via our Client Alerts and newsletters, we want you to be aware of what’s new. More than once we’ve heard a new client say, “You’re the first person who has ever mentioned this to me.”
Let us match you with a WK advisor
The members and associates at WK are passionate about the work we do. We derive a great deal of personal satisfaction from helping our clients be the best they can be. By helping you fulfill your needs as a business owner, we find fulfillment ourselves. So, if you are ready to work with a trusted business advisor, let us know a little about you, and we can match you with the WK advisors that best fit your industry, your needs and your personality.
Visit our WK People page, email us, or call (573) 442-6171 or (573) 635-6196. We can’t wait to get started!
OTHER STORIES FOR YOU
IS AN S-CORPORATION RIGHT FOR YOU? S corporations have become a popular entity of choice for many operating businesses. It is a “flow-through” entity, meaning that it passes all its income and losses through to its shareholders without self-employment (SE) tax or the “double-taxation” facing C corporations. But before you make the leap, you should know the requirements and tax consequences of organizing as an S corporation.
HELP EMPLOYEES SAVE FOR RETIREMENT WITH AUTO-ENROLLMENT AND AUTO-ESCALATION. Until a decade ago, employees had to affirmatively choose to participate in a company’s 401(k) plan, and the onus was on employees to understand the plan and determine an effective saving strategy based on their individual goals. However, the Pension Protection Act of 2006 gave employers the ability to jumpstart their employees’ retirement savings through plan features including auto-enrollment and auto-escalation. Plan sponsors that aren’t utilizing these features should consider whether they are right for your plan.
IS THE WORKER AN EMPLOYEE OR AN INDEPENDENT CONTRACTOR? The determination of whether a worker is properly classified as an employee or an independent contractor is an important issue, as the Internal Revenue Service, Department of Labor, state agencies and the courts continue to step up enforcement.
Kirk joined Williams-Keepers LLC in 2010 and provides tax services to individual and business clients. He specializes in 1031 exchanges and other consulting for real estate transactions.
Kirk graduated from the Robert J. Trulaske Sr. College of Business at the University of Missouri with a Master of Accountancy degree in 2010.
Kirk is a member of the American Institute of Certified Public Accountants and the Missouri Society of Public Accountants. He serves as a board member for the Jefferson City Day Care and the Central Missouri Foster Care and Adoption Association. He also serves on the Board of Governors for the Capital Region Medical Center Foundation and takes part in the American Heart Association Executive Challenge.
Chris specializes in tax, business valuations, cost segregation studies and other consulting projects. Along with his Certified Public Accountant certification, he is also a Certified Valuation Analyst.
Chris began his career in public accounting in 2009 after graduating magna cum laude from the University of Missouri with a Master of Accountancy degree. He joined Williams-Keepers LLC in 2012.
He is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. He currently volunteers for the Helias Catholic High School Golf Tournament Committee and previously served on the Helias Capital Campaign Committee.
Rebecca specializes in tax and accounting services for businesses and individuals and provides accounting system consulting, including accounting system design, implementation, review, and revision.
Rebecca joined Williams-Keepers LLC in 2008, having graduated summa cum laude from the University of Missouri with bachelor’s and master’s degrees in accountancy and a taxation graduate certificate. Rebecca is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants and regularly attends continuing professional education courses offered by these and other organizations. Rebecca also holds a certification as an Advanced QuickBooks Pro Advisor.
She currently serves as the treasurer on the board of directors for the Boys and Girls Club of the Columbia area.
Lyle Rosburg is the Chief Financial Officer for Williams-Keepers LLC and joined the firm in June 2016. He has more than 20 years of experience in strategic planning, financial reporting, budgeting, and client service.
Lyle’s duties as CFO include overseeing the budget and cash flow functions, leading the finance team members and participating in the development of the firm’s plans and programs as a strategic partner. He also provides timely and accurate analysis of budgets, financial reports and financial trends to assist the Chairman, Leadership Committee, and member group in performing their responsibilities.
Lyle graduated from the University of Missouri in May 1991 with a Bachelor’s degree in Accountancy. He earned his Master’s degree in Business Administration in May 2014 from William Woods University in Fulton, Missouri. He also graduated from the Peace Officers Standards and Training Law Enforcement Course from the Missouri Sheriffs’ Association Training Academy in August 2003 with a Class A certification.
The Jefferson City News Tribune recognized Lyle in 2006 with the “40 under 40” award, which recognizes outstanding business leaders under the age of 40 in the Jefferson City community. He received the Lions Club International Melvin Jones Fellow in 2013. Lyle is an active member in his community; he was a founding member of the Historic City of Jefferson Foundation, where he also served as a board member and treasurer. He was also a board member for the Missouri River Regional Library, serving in positions including the Strategic Planning Committee chair and Treasurer.
Kathy has worked for Williams-Keepers LLC since 1984 and joined the firm’s membership group in 2002.
Kathy provides tax services for individuals, not-for-profit organizations and business entities. In addition, she helps business owners anticipate and plan for the consequences of tax decisions.
Kathy graduated from the University of Missouri with a bachelor of science degree in accounting. She was born and raised in central Missouri and gives back to her community through various service organizations. She is currently the treasurer of the Central Missouri United Way Foundation and previously served as president of the Cole County chapter of the American Cancer Society and a board member of the Capital City Jaycees.
Kathy is a member of the Missouri Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Missouri Society of Association Executives.
He regularly attends continuing professional education courses related to those niche areas and participates in internal training offered through the firm. Nick is also the firm’s leader over our data extraction and analysis software, IDEA.
Nick graduated from University of Missouri with a Master of Accountancy degree. He is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. In 2016, Nick joined the board of directors of Big Brothers Big Sisters of Central Missouri.
Jessica joined Williams-Keepers LLC in 2008, having graduated summa cum laude from the University of Missouri with a bachelor’s degree and master’s degree in accountancy.
Jessica specializes in tax and accounting services for businesses and individuals, including an emphasis in state and local taxation and agribusiness. She also holds a certification as a QuickBooks ProAdvisor.
Jessica is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants and regularly attends continuing
professional education courses through these and other organizations.
Rhonda has extensive experience providing accounting services, including compilation and payroll services, as well as preparation of business income tax returns and business owners’ income tax returns. She also offers consulting services for accounting, payroll and accounting software issues.
Rhonda, who earned a master’s degree in business administration from Lincoln University, is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.
Amanda graduated magna cum laude from the University of Missouri with a Master of Accountancy degree. She joined Williams-Keepers LLC in 2008.
Amanda is a member of the American Institute of Certified Public Accountants, the Missouri Society of Certified Public Accountants, and the Government Finance Officers Association. She regularly attends continuing professional education courses related to her niche areas and participates in internal training offered through the firm.