314-576-1350 ext: 3515
Jim is BWTP P.C.’s Principal-in-charge of auditing and quality control. Jim works with a wide range of companies and has a knack for providing money-saving operational ideas.
Jim conducts annual audit for small to mid-size businesses, not-for-profit organizations, and government agencies. He also delivers advisory services, business succession planning, tax assistance including tax credit calculations, and a host of other services.
Businesses of all sizes benefit from Jim’s knowledge. Family businesses, partnerships, larger corporations, and not-for-profit organizations each find value in the special skills of an accountant trained and experienced in the field of audit who is proficient in taxation as well.
Jim graduated from Southern Illinois University at Edwardsville with his Bachelor of Science in Business, Major in Accounting. Before becoming a partner with the firm in 1988, he was an audit manager with a large St. Louis firm.
In 2007, Jim earned his Series 65 license for which he is now an Investment Advisor Representative. In 2007, he earned the Personal Financial Specialist (PFS) designation awarded by the American Institute of CPAs (AICPA).
Member, American Institute of CPAs
Member, Missouri Society of CPAs
Member, Affordable Housing Association of CPAs
Member, Academy of Dental CPAs