ColleenW_Headshot

Colleen Williams, CPA

Director of Finance

Colleen Williams is the Director of Finance and virtual CFO for clients. She holds a bachelor’s degree in accounting from the University of Maryland, College Park, and is a certified CPA.

She brings varied experience as an auditor and in corporate accounting to the team and uses this experience to help clients truly understand their numbers and manage their business successfully.

Originally from Parkville, Maryland, she says her favorite core value is Care.

“Our team cares for our clients and each other, we go out of our way to make life easier for our clients and our teammates each day.”

In her free time, you can find her reading or spending time with her two daughters, son, and dog, including attending sporting events, taking trips to visit family, and spending weekends at the beach.

Favorite Maryland food ?

Steamed Crab

Favorite Maryland sports team ?

Maryland Terps

Favorite place in Maryland ?

Annapolis

“Believe you can and you’re halfway there.”

Talk to our team directly.

We believe the best relationships are built on personal attention and old-fashioned service. When you call us, you’ll reach our team directly—no assistants, no customer service reps, and no call centers.