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William Daisy

Managing Director, CPA

Phone: 617-761-0735
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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.

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
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