Kimbarley Williams: Boyer & Ritter LLC

Overview

Kim is co-chair of the firm’s Employee Benefit Audit Group and has extensive experience auditing and managing various types of employee benefit plans. Throughout her career, she has been providing audit, accounting and tax services to employee benefit plans, business trade associations, charitable organizations, community foundations and closely held businesses.

Kim is current with the all standards and requirements under the Employee Retirement Income Security Act (ERISA) and U.S. Department of Labor (DOL) regulations.

As chair of the CPE Committee for Boyer & Ritter, Kim has oversight of the Firms Continuing Professional Education compliance and training.

Employee Benefit Plan Audits

Manage, plan and perform employee benefit audits of defined benefit plans, defined contribution plans, and health and welfare plans
Ensure compliance with plan documents, as well as ERISA and DOL requirements
Organize and compile audit reports to convey audit findings to client’s high-level management
Review and determine the effectiveness of internal controls, policies and procedures; appraising the soundness, adequacy and application of controls in new and established systems and procedures

External Audit

Manage, develop, implement and review engagement work plans to successfully complete audits
Perform and reviewing audit procedures to gain sufficient knowledge to support the audit opinion issued
Preparing and review clients’ financial statements
Provide advice, information and research to clients to assist in their management responsibilities
Manage large and complex audits, including several engagements with consolidating entities

Tax Services

Prepare and reviewing Form 5500 tax filings
Prepare federal and state tax filings for closely held corporations and partnerships
Prepare federal and state tax filings for not-for-profit organizations