As Founder, Jim strives to help his clients reach their goals and overcome challenges.
Jim’s 15 years of experience are focused in all aspects of business, including general accounting and taxation. He is passionate about helping his clients through consulting with them on a regular basis to implement best practices. His work also involves reviewing business operations and assisting clients with establishing solid internal controls.
Jim knows mistakes can be costly for clients, too, especially when it comes to tax preparation. Which is why, for more than 10 years, he has focused on minimizing clients’ tax obligations through thoughtful planning and preparation.
Jim is a member of the American Institute of Certified Public Accountants (AICPA), Oklahoma Society of Certified Public Accountants (OSCPA), Institute of Internal Auditors (IIA) and Financial Executive International (FEI).
When he’s not helping clients reach their goals, he’s donating his time to his neighbors by acting as Treasurer to his homeowners association, participating in YWCA activities such as the Engaging Men breakfasts, participating in events with the Foundation for Exceptional Warriors (The F.E.W.), spending time with his family, and enjoying all aspects of the great outdoors.