James Zapata is a principal with Baker Tilly’s client accounting services practice, specializing in Sage Intacct. He is a hands-on CPA with more than two decades of progressive accounting experience across a variety of industries, including professional services, SaaS and technology, oil and gas, construction, real estate, manufacturing and healthcare.
James’ key responsibilities include project management, audit readiness, evaluation of accounting and finance business functions, policies and procedures, as well as, developing and implementing integrated accounting systems. He is also responsible for general business consulting, including accounting, payroll processing, benefit plans, cash flow forecasting, management reporting packages, payroll tax filings, preparation of financial statements and budgeting. He has an eye for process design and regularly advises on quality control efforts to standardize office procedures and produce organized, clear financial statements that deliver actionable insights for business owners and CFOs.
- Comfortable collaborating with third-party entities to help business owners achieve their goals, increase efficiency and reduce costs
- Process-oriented mindset and a knack for streamlining financial processes
- Provides scalable solutions to meet each client’s individual needs
- General business services including accounting services, reporting, accounting process assessments and a variety of system implementations
- Preparation of 1099 forms, payroll tax and sales tax returns
- Experience in outsourced accounting including payroll processing, accounts payable and receivables, account reconciliation and management of fixed assets and inventory
- Works with clients to identify trends and plan for the future
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TSCPA)
Location
Houston, TX
Education
Bachelor of Business Administration in accounting
University of Houston