Jim has over 40 years of experience in providing services to businesses and organizations of all sizes including professional service firms, not-for-profit organizations, construction and real estate development, automobile dealerships and wholesale distribution companies. His not-for-profit expertise includes private schools, social clubs, trade associations, and religious-affiliated organizations. Jim’s other area of expertise includes tax planning, and strategic business and private client consulting.

Interesting Tidbit

Jim has coached many sports teams and is passionate about mentoring the youth.

• Former Finance Chair and Treasurer – Hanna Boys Center, Sonoma, California
• Member of Audit Committee, Hanna Boys Center, Sonoma, California
• Board of Trustees – Philip Rinaldi Charitable Trust
• Board of Trustees – Father Raphael Fiperni Charitable Trust
• Former member of the California State Board of Accountancy's Enforcement Advisory Committee
• Member – American Institute of Certified Public Accountants (AICPA)
• Member – California Society of CPAs (CalCPA)
• Member – CPA Auto Dealers Consultants Association (CADCA)

• Certified Public Accountant (CPA)