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William Daisy

Managing Director

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  • Overview

    Bill is a Managing Director in the Accounting and Auditing* Group at CBIZ & MHM New England (formerly CBIZ Tofias). He joined the company in 1982 and is a member of the CBIZ & MHM New England Executive Committee. Bill provides accounting, tax and management advisory services to professional services firms, manufacturing companies, wholesale/distribution companies, health care/medical practices, not-for-profits and technology companies.

    In addition, he provides consulting services in such areas as: budgeting and profit planning, strategic planning, buy-sell agreements, compensation agreements, retirement planning, employee benefits, internal controls, accounts receivable management and financial statement analysis, key statistical reporting, and financial due diligence.

    *Audit and other attest services provided by MHM, an independent CPA firm.

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