William J. Steger, CPA

Partner

William J. Steger is a partner with Malin Bergquist, one of Erie’s fastest-growing certified public accounting firms, with offices in Pittsburgh. During his 35-year career, he has performed audit, accounting and tax services for hundreds of companies, each with its own financial structure, board personality and executive leadership style, providing him with an intellectual archive of effective solutions.

As a business consultant, Bill helps clients find ways to leverage the value of their enterprise through his seasoned judgment and experience-based intuition – by identifying strategic opportunities for improvement, gathering optimal teams of advisors and developing action plans of impact.

One of Bill’s largest clients, spanning nearly four decades of personal service, is a locally headquartered, multi-branch savings bank. He also has served a religiously affiliated institution since the late 1960s, focusing on the audit of the parent as well as its affiliate entities such as a private high school, housing and care facilities for women, elderly housing complex, and a center for the aging. Other clients regularly include small, closely-held and family owned companies.

Demonstrating his consulting and instructional acumen, Bill conducts training for clients on a variety of business development subjects. Additionally, he developed a two-day program, “Finance for Non-Financial Managers,” which he regularly presents as a member of the faculty of a professional association. These courses impart basic accounting and financial concepts that help organizations reach their overarching objectives.

Bill received his bachelor’s degree in accounting from Gannon University in 1966 and his CPA certification in Pennsylvania in 1970. In 2001, he completed the requirements to become a Certified Specialist in Retirement Planning (CSRP). A native of Erie, he is a 1962 graduate of the city’s prestigious Cathedral Preparatory High School.

Community and Professional Leadership – With a deep interest in community service, Bill has served on the boards of Habitat for Humanity, Arts Council of Erie, Erie Summer Festival of the Arts, Lake View Country Club, Lake Erie Mustang Owners Club, and the Strong Vincent Commemoratives Committee. He also is a longtime member of the Saint George Parish Finance Council. Professionally, he is a member of both the American and Pennsylvania Institutes of CPAs and is a past-president of the Erie Chapter of the PICPA. He served two years active duty with the United States Army and 26 more years as a member of the Army Reserves, retiring with the rank of Lieutenant Colonel.