Overview
Jim serves as a principal within CLA’s technology industry group providing assurance and consulting services to privately held technology companies in the small to middle markets. Jim has more than 15 years of experience serving privately held businesses and their owners. His experience includes providing assurance and consulting services to founder and private-equity owned companies in the technology sector including SaaS, hardware, IT services, and other technology entities. Jim also has experience in providing assurance services for employee benefit plans including defined contribution plans, defined benefit plans, and employee stock ownership plans.
Education
Arizona State University, Bachelors of Science - Accountancy
In the community
Association for Corporate Growth - Arizona Chapter (Board member starting January 2022)
Financial Executives International - Phoenix Chapter