William Serritslev, CPA
Partner and Financial Advisor
A few ways Bill can serve you:
- Financial Planning and Investment Advisory services.
- Individual, Trust, Estate, Non-Profit and Small Business Partnership Corporate and Sole Proprietorship income tax reporting and planning
- QuickBooks Online and QuickBooks Desktop setup, training and maintenance
- Estate and Life Event planning
- Selecting and establishing the best entity type for your new or existing business
- Accounting and bookkeeping and preparation of financial statements and other useful reports
- Professional Trustee or Estate Executor
- Business consulting
Investment and financial planning services are offered by William H. Serritslev through his affiliation with Cetera Wealth Services and Cetera Investment Advisors LLC.