DONNA WILLIS, CPA | PRINCIPAL
104 Continental Place, Suite 150
Brentwood, TN 37027
Phone: (615) 370-3663
Fax: (615) 373-9917
Donna Willis is a Certified Public Accountant with over 30 years of experience and a Certified Fraud Examiner. She serves as Tax Principal at Rodefer Moss & Co., PLLC. Her clients include small and medium-sized businesses as well as high net-worth individuals and trusts.
Ms. Willis consults with clients regarding a wide variety of financial service areas including but not limited to accounting, tax compliance and tax planning.
Ms. Willis is a Magna Cum Laude graduate of Eastern Kentucky University where she received a Bachelor of Business Administration degree with a major in Accounting. Ms. Willis is an active member of the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, and the Tennessee Society of Certified Public Accountants.
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PROFESSIONAL DETAILS
EDUCATION
AFFILIATIONS & INVOLVEMENT
SERVICES OFFERED
INDUSTRIES SERVED
EDUCATION
• B.B.A., Accounting, Eastern Kentucky University
PROFESSIONAL AFFILIATIONS & COMMUNITY INVOLVEMENT
• American Institute of Certified Public Accountants; Member
• Tennessee Society of Certified Public Accountants; Member
• Association of Certified Fraud Examiners
SERVICES OFFERED
• Assurance
• Business Valuations
• Construction Services
• Consulting Services
• Employee Benefit Plans
• Estates & Trusts
• Small Business Solutions
• Tax Compliance
• QuickBooks Assistance
INDUSTRIES SERVED
• Construction
• Manufacturing
• Not for Profit
• Government
• Transportation
• Utilities
• Small Business
• Financial Institutions
• Broker Dealers
• Retail
Blog Posts
New rules for financial statement audit reports
The PCAOB: Clarifying Audit Standards
The Public Company Accounting Oversight Board (PCAOB) began in May 2016 to compose new audit report-related rules. In announcing the review, the PCAOB noted that the auditor’s report was the main source of information for various interested parties, investors among them.
In school, teachers would sometimes telegraph or announce what would be on upcoming tests. Class members had a choice: take the hint, or not. The Public Company Accounting Oversight Board (PCAOB) has delivered its message on
PROFESSIONAL AFFILIATIONS
