600 California Street, Suite 600
San Francisco, CA 94108


With over five years in public accounting, James has provided accounting and audit experience to both public and private companies. James focuses on technology, including SaaS and FinTech companies, as well as financial service firms, including peer to peer, online and alternative lending. James enjoys working with his clients on each engagement to align himself as more than just an auditor.

Interesting Tidbit

James has a passion for travel — in 2015 he visited Belgium, Netherlands, Germany, Czech Republic and France.

Professional Affiliations

  • Member – California Society of CPAs (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – BPM Technology Group
  • Leader – BPM Financial Services Industry Group
  • Leader – BPM Audit Methodology Group


BS/Accounting – San Francisco State University