Williams-Keepers LLC, Certified Public Accountants and Consultants

11/02/2026

🎃 Trunk or Treat with Columbia Orthoapedic Group

WK staff and family participated in Columbia Orthopaedic Group’s annual Trunk or Treat on Saturday, along with dozens of other local businesses and community organizations. Hundreds of kids came through and left with bags full of goodies.

Thank you to Columbia Orthopaedic Group for hosting an event that fills a parking lot with this many neighbors. We’re glad to be part of a community that turns out for its kids like this.

🌳➡️ Rooted Here. Ready for What’s Next.

10/30/2026

🤝 Public accounting, face to face

This week, more than 50 students, faculty and staff from colleges and universities throughout Missouri joined the WK team at Broadway Brewery’s Taproom on 9th in Columbia to learn about public accounting and the opportunities at WK.

Most students form their impression of public accounting from a classroom, common myths or a job posting. Talking with the people who do the work lets them ask their own questions and hear firsthand what a career in this profession looks like. It also gives us a chance to get to know them and help them decide if public accounting is the right path.

Thank you to every student who stopped by and to the WK team members who made time to talk with them. Public accounting’s next generation is building its network and path forward, and we’re glad to be part of it.

Curious about starting your career at WK? Explore our Careers page: https://na2.hubs.ly/H08JT8n0

🔀 WK: Public Accounting Done Differently

10/29/2026

🎃 Halloween at WK

Our staff brought their kids in for a Halloween party, and office trick-or-treating. Many of our team decorated their offices for the occasion, and the kids made the rounds to see them all.

Once they finished, the party moved up to our community room, where we had games set up.

Thanks to everyone who brought their kids and got into the spirit.

🌳➡️ Rooted Here. Ready for What’s Next.

10/29/2026

👻 Thank you for joining us for 401(k) Fiduciary Frights

Two offices, two sessions and plenty of questions about the ghosts haunting company retirement plans. The professionals who joined us in Columbia and Jefferson City jumped into the discussion and kept the conversation moving from start to finish.

Thank you to WK Special Services Manager Megan Bauer, CPA, QKA for presenting both sessions this week.

Learn more about our BOSS seminars: https://na2.hubs.ly/H08JfYK0

🌳➡️ Rooted Here. Ready for What’s Next.

10/27/2026

🗄️ Know what to keep and what to shred

Somewhere there’s a closet box or a desktop folder full of old financial records, and eventually you have to decide what stays. WK’s Record Retention Schedule gives you a starting point for each document type.

The timeframes are estimates, and the right answer can vary with the document and the business behind it, so a quick conversation with a tax professional or financial advisor makes a good last check.

See the full schedule and download the PDF: https://williamskeepers.com/record-retention-schedule/

🌳➡️ Rooted Here. Ready for What’s Next

Resources Record Retention Schedule How long should you keep old financial records? Williams-Keepers LLC has developed a Record Retention Schedule that can help you determine how long you need to keep bank statements, deeds for property, tax returns and other financial documents. The timeframes incl...

10/23/2026

👻 Last chance to register for 401(k) Fiduciary Frights

Our BOSS seminar is just days away. Are there ghosts haunting your company's retirement plan? Join WK advisors for this free event and leave with guidance you can put into action right away.

Columbia Office: Tuesday, October 27 at 10:00 AM
Jefferson City Office: Wednesday, October 28 at 10:00 AM

Register here: https://na2.hubs.ly/H08zxzv0

🌳➡️ Rooted Here. Ready for What’s Next.

Learn how WK supports smart decision making and planning through our free Business Owners Strategy Sessions (BOSS) seminars.

10/22/2026

🎙️ Estate Planning Lunch & Learn in Columbia

WK Tax Manager Caroline Boeger, CPA, joined a panel of experts at the Estate Planning Lunch & Learn hosted by KMOS-TV. Attendees had a lot of questions, and the discussion ran more than an hour.

Thank you to KMOS for hosting and to everyone who came out and kept the conversation going. If you have questions about your own situation, our Estate Planning page is a good place to start: https://na2.hubs.ly/H08z3hG0

🌳➡️ Rooted Here. Ready for What’s Next.

10/22/2026

🎓 Going Back to Campus: What Our People Learn and Share When They Visit Their Alma Maters

This fall, several WK associates returned to their alma maters to talk with accounting students about what a career in public accounting really looks like. Along the way, they picked up some fresh perspectives of their own.

From comparing notes with fellow alumni at other firms, to the advice they wish someone had given them as students, our associates came away from these visits with a few good reminders about why they chose this profession in the first place.

Read the full post: https://na2.hubs.ly/H08y8150

🔀 WK: Public Accounting Done Differently

WK associates share campus recruiting insights and career advice for accounting students after visiting Truman State, UCM, and Mizzou this fall.

10/21/2026

🌶️ Chili, co****le and a good cause in Jefferson City

Last week, our Jefferson City team competed in the Big Brothers Big Sisters of Jefferson City Chili Cook-Off and Co****le Tournament. The event helps fund one-to-one mentoring for local kids, and we were glad to be part of it.

WK was the top fundraiser at the event, and our co****le team won the tournament too.

Our people live and work in the communities we serve, and showing up for our neighbors is a big part of who we are. Thank you to everyone who donated and cheered us on.

🌳➡️ Rooted Here. Ready for What’s Next.

10/20/2026

📋 Have an audit on the calendar? What you do in the weeks before fieldwork shapes how the week itself feels.

WK Audit Manager Mercedes Kindle, CPA, shares practical ways to get ahead, including which dates to agree on early, which document to send first, and how to fit the prep into your normal workload. It’s a good read for anyone who wants fewer interruptions once the auditors arrive.

Read the full blog: https://na2.hubs.ly/H08vsBb0

🌳➡️ Rooted Here. Ready for What’s Next.

Learn the audit preparation steps you should take ahead of fieldwork and how each step makes the fieldwork week easier on you.