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Advisor Overview

EXPERIENCE HIGHLIGHTS

An audit partner at Berdon LLP, David Williams has been with the firm for more than 20 years. He advises clients in the real estate, construction, entertainment, services, and investment sectors — helping them strengthen their operations, reduce risks, and improve their financial profiles.  He also works with high net worth individuals on tax planning and other issues.

His expertise includes:

  • Financial reporting, tax planning and projections, and developing financial models
  • Evaluating and implementing accounting systems and procedures to mitigate risk
  • Determining whether internal systems comply with appropriate accounting principles and standards
  • Identifying control weaknesses, areas of noncompliance, and areas of risk exposure, and offering recommendations to remediate control deficiencies and improve operational efficiencies
  • Educating and training client accounting personnel to help ensure objectives are met and prevent fraud

In the real estate arena, he consults on:

  • Sales, acquisitions, and refinancings
  • Securitized financing and defeasance transactions
  • Formulating and evaluating lease arrangements
  • Project cost certifications
  • Budgeting and escalation analysis

PROFESSIONAL MEMBERSHIPS AND ACTIVITIES

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

EDUCATION AND LICENSES

Mr. Williams holds a Bachelor of Science degree in accounting from New York University. He was licensed as a certified public accountant in New York in 1989.