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.

Jim is an audit partner based in our San Diego, California office and has more than 30 years of public accounting experience.

Bachelor of Science in finance and accounting
University of Pennsylvania (Philadelphia, Pennsylvania)

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) 

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