Our Staff
Our team is devoted to the complete satisfaction of our clients.
Executive Team
Shawn M. Williams, CPA
B.S. Accounting, Purdue University
Shawn M. Williams, CPA has resided in Fort Myers and Naples for
over 30 years. Shawn is a graduate of Purdue University, West
Lafayette. Shawn's experience in public accounting and
industry provides a unique background to assist our clients.
Shawn has extensive background in GAAP, real estate transactions,
new business start-ups and our current tax code. He is a
QuickBooks Proadvisor and Microsoft Partner.
In 1996, Shawn received his B.S. in Accounting from Purdue University.
After college, Shawn accepted a job in Naples from a national CPA
firm. He later moved to a local CPA firm. And, then worked in industry as Chief Financial Officer for
a regional conglomerate of 23 companies. Shawn started his own
firm in 2003, with the vision of helping small businesses wade
through the small business start-up process.
Shawn has been an active member in the community over 25 years.
Shawn was the 4-H County and District President during high school.
After college, Shawn the treasurer, then president of The P.O.L.O.
Club of Lee County. Shawn was a member of the Board of Directors for the Greater Fort
Myers Chamber of Commerce and Jazz On the Green, Inc. He feels that
his community service has blessed him with life-long friends,
business associates and plenty of fun along the way.
While not working, Shawn enjoys boating, the outdoors, and
traveling. He also enjoys his work with the P.O.L.O. Club, Jazz on
the Green, Greater Fort Myers Chamber of Commerce, and the Lee
County Building Industry Association.
James A. Chouinard, CPA
B.S. Accounting, University of South Florida
|
Jim Chouinard, a graduate of the University of South
Florida, is trained and experienced in many diverse areas
of accounting such as income tax laws, estate planning and
audits. Jim sits on a number of state committees including
the Federal Taxation Committee and the Florida Gulf Coast
Accounting and Tax Conference Committee. He is also a
QuickBooks Pro Advisor and is knowledgeable in many other
accounting software programs.
Jim, a Ft. Myers resident since 1979, has watched the area
grow and is proud to be part of such a thriving community.
His civic involvement includes serving as
vice-president for the P.O.L.O. Club of Lee County,
treasurer for Jazz On The Green, a Southwest Florida
Children's Hospital benefit and a Rotarian with the
Sunrise Rotary.
Shannon K. Herbel
Bookkeeper
B.S. Accountancy, University of Illinois, Urbana-Champaign
Shannon Herbel recently joined our firm as a
bookkeeper. Shannon graduated from the University of
Illinois, Urbana-Champaign with a bachelor of science
degree in Accountancy. Originally from suburban
Chicago, Shannon relocated to Southwest Florida first in
1997 and then again in 2003. Her employment history
includes Corporate Accounting; Individual and Business
Taxation; Real Estate Sales; and Community Association
Management.
Julie Puddicombe
Administrative Assistant
Julie Puddicombe recently joined our firm as a
administrative assistant. Julie moved to the Ft Myers,
Florida area a year ago from Chicago “the windy city” to
make a fresh start & to be closer to family. Her
previous work experience for the past fifteen years was
working in the medical field as a administrative
assistant to three internal medicine physicians, and a
pulmonologist. With SMW of Southwest Florida she handles
the daily operations of our firm which includes:
scheduling clients, preparing tax return files, creating
new client accounts, and making sure all clients are
greeted with a friendly smile as they walk through our
doors.
|