Counselors to America's Small Business
Certified Public Accountant with over 40 years experience in bookkeeping, accounting, finance, budgeting, planning, cash-flow management, taxation, employee benefit plans, cost accounting. Experienced in not for profits as well as privately-held and publicly-traded companies. Familiar with a wide variety of construction, manufacturing, service and natural resource industries. Strong IT background, and have experience in a multitude of software packages. Extensive user of EXCEL. Assistance with company formation and start-up issues. Strong legal background.
Bachelor of Business Administration (focus on Accounting & Finance), Bernard M. Baruch College of CUNY, 1972, Magna Cum Laude.
Jim provides consulting and strategic planning to help business owners develop and execute strategies to achieve both business and personal goals.
Jim is a valued and trusted advisor to businesses and their owners. He focuses on strategic issues such as formation of business enterprises, mergers and acquisitions, business dispositions, succession planning, and management transition. His style is characterized by creativity, thoughtful analysis, practical solutions, trust, and integrity. He has applied his technical and business management expertise and experience as an advisor and equally important, directly as a senior level corporate manager/ executive within various companies, to define and effectuate change in organizational direction.
Application of Jim's experience includes:
CEO & shareholder of Milwaukee area manufacturer of parts and components for OEM customers. Negotiated purchase of company and initiated programs to meet evolving demands from international customer base; achieved ISO certification.
BBA degree in Accounting from University of Wisconsin - Milwaukee</p>
Currently business marketing coordinator partnering with a premier financial institution. Execute business websites, businesss cards, brochures, logo branding,m etc. Licenced cosmetologist. Well rounded technical background to include basics of social media and google services,