About Us

We are the experts experts turn to.

The Truepoint Analytics team offers excellence in accounting, auditing, taxation, and business consulting to multi-state/multi-entity businesses and high-income/high-net-worth individuals. Our accomplished professionals have “Big 4” international accounting firm and real-world experience in industry senior-level financial management positions. Our professionals esteemed specialists in their areas of expertise who provide unparalleled knowledge and service.

Bill Holmes

Founder and owner

William (Bill) Holmes brings approximately 30 years of experience in financial and public reporting, forensic accounting, lost profits damage analysis, and valuation covering a broad range of industries. His experience includes mergers and acquisitions, tax analysis, financial modeling, and investor relations.

He has worked with start-up, rapidly growing and troubled companies, organizational management restructuring, initial and secondary public offerings, private placements of debt and equity, ESOPs, and corporate ownership transition, including family-owned business planning.

Bill began his career in Portland, OR at an international “Big-4” public accounting firm and was a corporate controller and principal accounting officer for a publicly traded international manufacturing and technology company.

Credentials & Education

• Certified Public Accountant (CPA), Oregon, California, Arizona
• Certified Fraud Examiner (CFE)
• Certified Valuation Analyst (CVA)
• Accredited in Business Valuation (ABV)
• Bachelor of Science – Business Administration & Accounting, Oregon State University

Professional Associations

• American Institute of Certified Public Accountants (AICPA)
• Oregon Society of Certified Public Accountants (OSCPA)
• Association of Certified Fraud Examiners (ACFE)
• National Association of Certified Valuators and Analysts (NACVA)
• Vice-Chair – Accountants’ Specialized Litigation Group, Defense Resource Institute (DRI)
• Oregon Board of Accountancy Complaints Committee 2013-2018 (BOACC)

Ask Bill about:

• His daughters, time on non-profit boards, real estate, and boating

Ryan Smith

Managing Director

Ryan Smith brings approximately 25 years of experience in financial and public reporting, auditing, financial forensics, damages, and business valuation.

His experience includes serving as a plaintiff and defense counsel consultant in matters involving bankruptcy, commercial contract disputes, corporate veil issues, construction disputes, criminal defense and “white–collar” crime issues, divorce, embezzlement / misappropriation, employment disputes, personal injury and lost wages, professional malpractice and accountants’ liability, securities fraud, and shareholder rights.

Ryan began his career in accounting at Evergreen Aviation, a world-wide aviation company located in McMinnville, OR. Mr. Smith served as the Vice President of Finance and CFO of the Company and served for approximately 14 years.

Credentials & Education

• Certified Valuation Analyst (CVA)
• Bachelor of Science – Finance, Linfield College

Professional Associations

• National Association of Certified Valuators and Analysts (NACVA)
• Accountants’ Specialized Litigation Group, Defense Resource Institute (DRI)

Ask Ryan about:

• Golfing, fishing, Dallas Cowboys, and his side-by-side

McKenna Holmes

Senior Associate

McKenna Holmes is dedicated to tackling complex issues in financial and public reporting, auditing, forensic accounting, and lost profits damage analysis.

She serves as a plaintiff and defense counsel consultant in matters involving trademark infringement, corporate veil, divorce, misappropriation, and professional malpractice. She also has experience in commercial real estate and Special Purpose Acquisition Company (“SPAC”) transactions.

McKenna began her career in Seattle, WA at an international “Big-4” public accounting firm where she specialized in revenue recognition issues for investment banking, telecommunication, retail, and technology sectors.

Credentials & Education

• Bachelor of Arts – Business Administration & Accounting, Whitworth University
• Certified Public Accountant (CPA), in progress

Ask McKenna about:

• Youth ministry, travel, camping

Taylor Montgomery

Manager

Taylor Montgomery brings approximately 8 years of experience in financial and public reporting, strategic planning, and tax preparation and review. Her experience includes public and private clients within various industries. She has worked with start-ups, small business, and multi-million-dollar entities. She has experience working on state and federal tax returns, financial budgeting, financial reporting for entities with numerous subsidiaries, audits, reviews, compilations, internal control implementation and improvement, project management, and business valuation. Taylor began her career working for a public accounting firm in California and has been able to leverage her skills in other areas of accounting and finance.

Credentials & Education

• Certified Public Accountant (CPA) – California

• Certified Public Accountant (CPA) – Oregon

• Bachelor of Science – Accounting, University of Southern California

Professional Associations

• California Society of Certified Public Accountants (CALCPA)

• Oregon Society of Certified Public Accountants (OSCPA)

Ask Taylor about

• Her family, learning Spanish, and USC football

We are the experts experts turn to.

The Truepoint Analytics team offers excellence in accounting, auditing, taxation, and business consulting to multi-state/multi-entity businesses and high-income/high-net-worth individuals. Our accomplished professionals have “Big 4” international accounting firm and real-world experience in industry senior-level financial management positions. Our professionals esteemed specialists in their areas of expertise who provide unparalleled knowledge and service.

Bill Holmes

Founder and owner

William (Bill) Holmes brings approximately 30 years of experience in financial and public reporting, forensic accounting, lost profits damage analysis, and valuation covering a broad range of industries. His experience includes mergers and acquisitions, tax analysis, financial modeling, and investor relations.

He has worked with start-up, rapidly growing and troubled companies, organizational management restructuring, initial and secondary public offerings, private placements of debt and equity, ESOPs, and corporate ownership transition, including family-owned business planning.

Bill began his career in Portland, OR at an international “Big-4” public accounting firm and was a corporate controller and principal accounting officer for a publicly traded international manufacturing and technology company.

Credentials & Education

• Certified Public Accountant (CPA), Oregon, California, Arizona
• Certified Fraud Examiner (CFE)
• Certified Valuation Analyst (CVA)
• Accredited in Business Valuation (ABV)
• Bachelor of Science – Business Administration & Accounting, Oregon State University

Professional Associations

• American Institute of Certified Public Accountants (AICPA)
• Oregon Society of Certified Public Accountants (OSCPA)
• Association of Certified Fraud Examiners (ACFE)
• National Association of Certified Valuators and Analysts (NACVA)
• Vice-Chair – Accountants’ Specialized Litigation Group, Defense Resource Institute (DRI)
• Oregon Board of Accountancy Complaints Committee 2013-2018 (BOACC)

Ask Bill about:

• His daughters, time on non-profit boards, real estate, and boating

Ryan Smith

Managing Director

Ryan Smith brings approximately 25 years of experience in financial and public reporting, auditing, financial forensics, damages, and business valuation.

His experience includes serving as a plaintiff and defense counsel consultant in matters involving bankruptcy, commercial contract disputes, corporate veil issues, construction disputes, criminal defense and “white–collar” crime issues, divorce, embezzlement / misappropriation, employment disputes, personal injury and lost wages, professional malpractice and accountants’ liability, securities fraud, and shareholder rights.

Ryan began his career in accounting at Evergreen Aviation, a world-wide aviation company located in McMinnville, OR. Mr. Smith served as the Vice President of Finance and CFO of the Company and served for approximately 14 years.

Credentials & Education

• Certified Valuation Analyst (CVA)
• Bachelor of Science – Finance, Linfield College

Professional Associations

• National Association of Certified Valuators and Analysts (NACVA)
• Accountants’ Specialized Litigation Group, Defense Resource Institute (DRI)

Ask Ryan about:

• Golfing, fishing, Dallas Cowboys, and his side-by-side

McKenna Holmes

Senior Associate

McKenna Holmes is dedicated to tackling complex issues in financial and public reporting, auditing, forensic accounting, and lost profits damage analysis.

She serves as a plaintiff and defense counsel consultant in matters involving trademark infringement, corporate veil, divorce, misappropriation, and professional malpractice. She also has experience in commercial real estate and Special Purpose Acquisition Company (“SPAC”) transactions.

McKenna began her career in Seattle, WA at an international “Big-4” public accounting firm where she specialized in revenue recognition issues for investment banking, telecommunication, retail, and technology sectors.

Credentials & Education

• Bachelor of Arts – Business Administration & Accounting, Whitworth University
• Certified Public Accountant (CPA), in progress

Ask McKenna about:

• Youth ministry, travel, camping

Taylor Montgomery

Manager

Taylor Montgomery brings approximately 8 years of experience in financial and public reporting, strategic planning, and tax preparation and review. Her experience includes public and private clients within various industries. She has worked with start-ups, small business, and multi-million-dollar entities. She has experience working on state and federal tax returns, financial budgeting, financial reporting for entities with numerous subsidiaries, audits, reviews, compilations, internal control implementation and improvement, project management, and business valuation. Taylor began her career working for a public accounting firm in California and has been able to leverage her skills in other areas of accounting and finance.

Credentials & Education

• Certified Public Accountant (CPA) – California

• Certified Public Accountant (CPA) – Oregon

• Bachelor of Science – Accounting, University of Southern California

Professional Associations

• California Society of Certified Public Accountants (CALCPA)

• Oregon Society of Certified Public Accountants (OSCPA)

Ask Taylor about

• Her family, learning Spanish, and USC football