Industry Expertise

At Williams & Olds, CPAs, we provide a wide variety of accounting, tax, and financial management services tailored to meet the needs of our business clients. Our certified public accounting (CPA) services are designed to make your job easier and provide you with more time to focus on building your business. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives.

To better meet the needs of our accounting and tax clients throughout the Sacramento Metro area, we also have individualized services for small businesses in industries like legal, healthcare, professional services and other service businesses. These individualized services have enabled us to address your industry specific challenges, compliance needs and industry standard tax practices.

Industry Specific Services


Nonprofit organizations

Nonprofit organizations are a significant portion of our Firm’s practice.  As such, we have developed expertise in this industry and we stay current with nonprofit accounting and tax developments. Based on our experience we will tailor our services to each organization’s individual needs.

As part of our assurance offering, we provide financial, Yellow Book, OMB Uniform Guidance Compliance, HUD and other audits. 

We are a member of the AICPA Not-for-Profit Section which produces and delivers information, tools and resources that facilitate timely compliance with standards and regulations.  The AICPA Not-for-Profit Section promotes the excellence of its members as leaders in the sector and serves as a hub for peer-to-peer learning and information sharing.

With over 40 years of combined experience, we serve nonprofits of all types and sizes, including:

  • Associations and membership organizations
  • Community development groups
  • Foundations
  • Housing authorities
  • Human and social services organizations
  • Labor Unions
  • Private schools
  • Religious organizations
  • Trade and membership groups

Real Estate

We have several real estate clients that we assist with tax preparation, audit and review services, monthly accounting and financial reporting.  We also provide consulting services pertaining to legal analysis, budgeting and forecasting.

Employee Benefit Plans

Generally, all employee benefit plans with 100 or more participants are required to have an audit. If your employee benefit plan is required to have an audit, it is the plan administrator’s duty to hire an independent public accountant, and to ensure that the plan has obtained an audit in accordance with the Employee Retirement Income Security Act of 1974 (ERISA) and the DOL requirements.

We have experience auditing numerous types of benefit plans such as 401(k) or 403(b) plans, profit sharing plans and health and welfare plans. 

We are a member of the AICPA Employee Benefit Plan Audit Quality Center, a firm-based voluntary membership center for firms that audit employee benefit plans. Our auditors are dedicated to meeting the challenges of performing quality audits in this unique and complex area.

Professional Services

Our firm provides professional services including tax forecasts and tax planning, technical background and expertise in tax preparation for businesses and individuals, consultation regarding business and tax matters, and representation before taxing authorities.