James Zapata is a partner 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.

James Zapata is a partner with Baker Tilly’s client accounting services practice, specializing in Sage Intacct.

Bachelor of Business Administration in accounting

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)

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