Bill Heffelfinger, CPA, CGMA

Assurance Partner
574.289.4011 ext. 243 | wheffelfinger@klcpas.com

EXPERIENCE

Bill is driven by the problem-solving aspect of his clients’ accounting issues and values the opportunity to develop strong relationships that often become friendships. Getting to know the
whole company by listening and spending time at the business itself is how he picks up on the way his clients think and like to run their business. Bill has a strong background in:

• Auditing and other assurance engagements
• Employee benefit plan audits
• Inventory costing consulting and evaluation
• Business forecasts and projections
• Business acquisition and divestitures
• Systems and knowledge management documentation
• Family business planning and succession planning
• Employment compliance and employee management
• Corporate and individual tax planning and preparation

PROFESSIONAL MEMBERSHIPS

• American Institute of Certified Public Accountants
• Indiana CPA Society (INCPAS)
• INCPAS Educational Foundation, past president and past trustee

COMMUNITY INVOLVEMENT

• Michiana ECHO Soccer Club, treasurer
• Granger Community Church, member
• Habitat for Humanity of St. Joseph County, past board member
• Business Development Corporation (South Bend), treasurer

INTERESTS

Soccer is not just an interest; it is a passion for Bill, who is a licensed youth soccer coach. In addition to having coached his own children's teams, Bill continues to be active in the positive development of the community's travel soccer programs. He enjoys spending time with his wife and children, and also manages to find time to play a little soccer himself, and fit in a few rounds of golf.

EDUCATION

Grace College, Winona Lake, IN

• B.S. in Accounting
• B.S. in Business Administration