Bill March

Credentials & Designations:

• CFP (Certified Financial Planner)
• Enrolled Agent
• QuickBooks Pro-Advisor

Bill has worked in the financial services industry for 31 years. He began as an investment advisor, helping clients build and manage investment portfolios.

In 2004, he added tax preparation as an additional service offering. He has worked for various accounting firms in the Northeast Ohio area including Keptner Accounting & Tax for the last 12 years.