Williams, Steinert, Mask, LLP: Company Profile

Background

Overview

Williams, Steinert, Mask, LLP (WSM) was a third-generation, family-owned accounting and investment firm based in San Antonio, Texas. Established in 1953, WSM provided a comprehensive suite of services, including tax compliance and preparation, bookkeeping, audit, and consulting. The firm was dedicated to positively impacting the San Antonio community by offering personalized financial solutions.

Mission and Vision

WSM's mission was to help the community achieve financial prosperity by treating clients like family, fostering innovative thinking, and upholding integrity and respect. Their vision centered on community support and delivering quality audit, accounting, tax, and consulting services.

Industry Significance

With over 60 years of experience, WSM was a significant player in the San Antonio accounting sector, known for its commitment to client success and community involvement. The firm's legacy was built on strong client relationships and a deep understanding of local business dynamics.

Key Strategic Focus

Core Objectives

WSM aimed to provide personalized accounting and investment services that fostered client growth and positively impacted the community. Their strategic focus included:

Client-Centric Approach: Treating clients like family to build trust and long-term relationships.

Innovative Solutions: Offering creative and effective financial strategies tailored to individual client needs.

Community Engagement: Actively participating in local initiatives and supporting community development.

Areas of Specialization

WSM specialized in:

Tax Services: Comprehensive tax compliance and preparation for individuals and businesses.

Audit and Assurance: Providing reliable audit services to ensure financial transparency and compliance.

Outsourced Accounting: Managing financial operations for clients to enhance efficiency and accuracy.

Consulting Services: Offering strategic advice to help clients navigate complex financial landscapes.

Key Technologies Utilized

WSM employed modern accounting software and technologies to deliver efficient and accurate services. While specific technologies are not detailed in the available sources, the firm's commitment to innovation suggests the use of advanced tools to meet client needs.

Primary Markets Targeted

The firm primarily served:

High Net-Worth Individuals: Providing personalized financial management and planning.

Non-Profit Organizations: Offering specialized accounting services tailored to the unique needs of non-profits.

Small to Medium-Sized Businesses: Delivering scalable accounting solutions to support business growth.

Financials and Funding

Funding History

Specific details regarding WSM's funding history are not publicly disclosed. As a privately held firm, financial information was not readily available.

Recent Developments

In September 2025, WSM merged with Carr, Riggs & Ingram, LLC (CRI), a nationally recognized accounting firm. This strategic move expanded CRI's presence in Texas and integrated WSM's services into a broader network.

Pipeline Development

As a service-oriented firm, WSM did not have a product pipeline. However, the merger with CRI aimed to enhance service capabilities and broaden the range of services offered to clients.

Technological Platform and Innovation

Proprietary Technologies

While specific proprietary technologies are not detailed, WSM's commitment to innovation suggests the use of advanced accounting software and financial management tools to deliver efficient services.

Significant Scientific Methods

The firm employed data-driven approaches and financial analysis techniques to provide strategic consulting and ensure accurate financial reporting.

Leadership Team

Key Executives

Chris Williams: Partner at WSM, with extensive experience in accounting and client relations.

Tonya Steinert: Partner at WSM, overseeing tax compliance practice, with over 20 years of experience serving individuals and small business owners.

Kirk Mask: Partner at WSM, contributing to the firm's strategic direction and client service excellence.

Leadership Changes

In January 2021, Tonya Steinert was added as a named partner, reflecting her integral role in the firm's future.

Competitor Profile

Market Insights and Dynamics

The accounting services market in San Antonio is competitive, with firms ranging from large national entities to local boutique practices. The demand for personalized and community-focused accounting services remains strong, presenting opportunities for firms like WSM to thrive.

Competitor Analysis

Key competitors in the San Antonio area include:

Carr, Riggs & Ingram, LLC (CRI): A Top 25 nationally ranked firm that expanded into San Antonio by acquiring WSM.

Cherry Bekaert LLP: A Top 25 firm with a significant presence in the Southeast, including Texas.

BDO USA LLP: A global firm with a strong footprint in the Southeast and expanding capabilities in government services.

Strategic Collaborations and Partnerships

The merger with CRI in September 2025 was a significant strategic move, enhancing service capabilities and expanding the firm's reach in Texas.

Operational Insights

The merger with CRI positioned the combined entity to leverage a broader range of resources and expertise, enhancing its competitive edge in the market.

Strategic Opportunities and Future Directions

Strategic Roadmap

Post-merger, the focus is on integrating WSM's services with CRI's broader network, enhancing service offerings, and expanding the client base in Texas.

Future Business Directions

The combined firm aims to leverage its expanded resources to offer a more comprehensive suite of services, including audit, accounting, tax, and consulting, to a diverse clientele.

Opportunities for Expansion

The merger provides opportunities to enter new markets within Texas and beyond, utilizing CRI's established presence and infrastructure.