Jim offers our clients more than 30 years of experience in public accounting and private industry. He is leads numerous audit engagements for clients in the education industry. His specialties include audits of charter schools, school districts, local governments, Native American Tribal governments, and not-for-profit organizations.
- Serves clients in the education, not-for-profit, technology, and life sciences industries
- Leads and manages financial statement audits
- Offers strong entrepreneurial professional skills in mergers and acquisitions, financing, revenue recognition, auditing and financial analysis
- Formerly co-founded and served as CFO of several privately owned and venture-backed technology companies, including one that he took public in 2003
- Licensed CPA in California, Florida and New York
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Location
San Diego, CA
Education
Bachelor of Science in finance and accounting
University of Pennsylvania (Philadelphia, Pennsylvania)