Winter Accounting & Advising, LLC (WAA) is committed to ensuring that each of our clients have the guidance and resources they need to optimize their goals and run their business successfully and efficiently. We offer a personalized experience to each of our clients by maximizing our availability, prompt attention, and responsiveness to every individual or business matter. This gives them a peace of mind so they can focus on their personal and business goals knowing they have a valued CPA and business advisor just a phone call away that provides competent and thorough professional advice.
Will, the founder of WAA, has a passion for assisting start-up companies and small to medium-sized companies achieve success by working directly with business owners and their valued staff.
William (Will) is the founder of Winter Accounting & Advising, LLC. He has over 15 years of experience providing accounting, tax, advisory, and consulting services to an array of individual and business clients throughout the United States and internationally. Will earned his Bachelor of Science in Marketing from SUNY Old Westbury in Long Island, NY and his Master of Accountancy Degree from The George Washington University in Washington, DC.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA). Additionally, he serves as Chair of the Western PA Tax Conference Committee, is a member of the Executive Committee of the PICPA Pittsburgh Chapter, and speaks at various tax seminars held in the Greater Pittsburgh region.
Susan spent the first 30 years of her career providing accounting and tax services to various clients throughout the U.S. before joining Winter Accounting and Advising, LLC in 2018. She is a certified Enrolled Agent with the Internal Revenue Service and a QuickBooks Certified Pro Advisor. Before moving to Pittsburgh, she ran a successful sales corporation in Texas for 19 years with five employees and over 40 independent contractors. This experience proves invaluable when working with clients and discussing their accounting requirements.
Susan began her higher education by attending Purdue University and later studying accounting at Richland Community College in Dallas Texas. Susan enjoys spending time with her family, going to the beach, and reading a good book.
Victoria (Vicky) joined Winter Accounting and Advising, LLC in 2018. She has over five years of corporate banking experience, specializing in letters of credit and fixed income securities. She is a QuickBooks Certified Pro Advisor and is currently sitting for the CPA exam. Additionally, she is a graduate of Pennsylvania State University with dual degrees in International Business and Marketing and recently completed her degree in Accounting at the University of Pittsburgh.
Victoria lives in Oakmont with her husband, Joel, and their Australian Cattle Dog, Rocco. She enjoys visiting destinations on her ‘travel bucket list’ and reading classic literature when she is not busy working alongside WAA clients and staff.
Phil started his professional career at Winter Accounting & Advising, LLC in 2018. He is a QuickBooks Certified Pro Advisor and is currently sitting for the CPA exam. Additionally, he has a Bachelor’s in Business Science from Duquesne University with majors of Accounting and Information Systems Management.
Phil lives in Saxonburg, PA. He enjoys hunting and watching Pittsburgh sports when he is not busy working alongside WAA clients and staff.