As a founding member of our firm, Jim is a valued advisor to our clients, drawing on more than 30 years of experience in individual and corporate taxation, auditing and business advisory services. His primary areas of responsibility include consulting with clients and management of our personal, corporate, trust and estate income tax preparation services.
After earning his Bachelor of Arts degree from Clemson University in 1970, Jim had the opportunity to learn different facets of the accounting profession, taking on roles including Staff Accountant at a small local CPA firm, Vice President of Finance for a large electrical wholesale distributor, and Auditor for the Florida Department of Revenue.
In addition to his bachelor’s degree, Jim has also completed post-baccalaureate studies in tax and accounting and is a Certified Public Accountant.
Jim is involved with several charitable organizations including Coaches’ Honor, Beach United Methodist Church and Faithful Servant Missions. One of his favorite ways to relax is to head to the mountains in North Carolina to hike. He also enjoys walking and gardening.
Contact Jim: firstname.lastname@example.org
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!