•  
 /  About Us / Employees / Employee

William Daisy

Managing Director, CPA

Phone: 617-761-0735
Follow me:
 

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.

Education

  • Bachelor of Science, Bentley University

Community Involvement

  • Old Colony YMCA, Board of Directors and Chairman of the Audit Committee

Professional Memberships

  • American Institute of Certified Public Accountants 
  • Massachusetts Society of Certified Public Accountants

Specialties

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
Share This Page
Print
spacer
Recent Tweets
Your #tax strategy is a lifelong process, and #taxreform makes 2019 as good a time as any for fresh start. Learn mo… https://t.co/qlAcy7vsU4
Delays May Be Coming for Private Company Adoption of Lease Accounting and Other Standards: https://t.co/deqUp03ekI… https://t.co/QnTLRNnric
#FBF to our Summer Outing! When the virtual reality simulations feel so real...😁🎮 #summerouting #TeamCBIZ… https://t.co/O0JUaKHLxh
Are Donor Disclosure Rules Going to Change? https://t.co/1RNO7GFQGo #donations
3 Things CEOs, CFOs and Board Members Should Know About Directors & Officers Insurance: https://t.co/Cw9J2TAbt1 #CEO #CFO #DOInsurance
What Auditor Form and Content Changes Mean for Your 2020 Audit: https://t.co/5mEANG3o7n #audit #ASB #FASB
The Importance of Data Security for Private Equity and Venture Capital Firms: https://t.co/Mv157yXqFU #cybersecurity #ITrisk #datasecurity
Court Ruling Indicates #SALT Cap Not Going Anywhere# https://t.co/DximFToxVW #stateandlocaltax
Your #tax strategy is a lifelong process, and #taxreform makes 2019 as good a time as any for fresh start. Learn mo… https://t.co/eI1YPIXiJk
Delays May Be Coming for Private Company Adoption of Lease Accounting and Other Standards: https://t.co/H1dbkCxioK… https://t.co/rCxZtYb3qi
Our #Boston and #Providence offices were jointly selected as one of Boston’s Best and Brightest Companies to Work F… https://t.co/zDIJmBxflv
3 Things CEOs, CFOs and Board Members Should Know About Directors & Officers Insurance: https://t.co/vvTMXXMDis #CEO #CFO #DOInsurance
Ray Gandy and Michelle Sylvia Spriggs are currently speaking @EACUBO on "How to Provide a Connected Experience Whil… https://t.co/Kc7Bva3UpN
Are you at #EACUBOAM? We are! Stop by booth #603 and say hi 👋 @EACUBO PS: Don't miss our breakout session on "How… https://t.co/k5wnYl3Rne
What Auditor Form and Content Changes Mean for Your 2020 Audit: https://t.co/yQqSQyIP5O #audit #ASB #FASB
Are Donor Disclosure Rules Going to Change? https://t.co/OLaUba6MGJ #donations
RT @cbz: In the #Highered industry, attracting and retaining students has become very competitive. Register for tomorrow's #freewebinar to…
We were treated for lunch in our #Boston & #Providence offices today! YUM! #workperks #bestplacestowork… https://t.co/MM2stjUbfS
RT @MarcBusny: Thanks to @BostonPrivate for having Jay Webber from @CBIZNewEngland speak at #bostondisruption today @Westin Boston Waterfro…
The Importance of Data Security for Private Equity and Venture Capital Firms: https://t.co/qZ9aijai9X #cybersecurity #ITrisk #datasecurity
Follow @CBIZNewEngland