Phone 651-690-1040 ext. 104
Jim is a CPA with a Bachelor of Science degree in Business with a major in Accounting from the University of Minnesota. He started with the firm in November 1980, joined as a partner in 1990 and became treasurer of the firm in 1997.
Jim has over 30 years experience in a broad range of areas including accounting, auditing, income and payroll taxes, financial statement preparation, and forecasts & projections. He has worked with small business in professional practices, restaurants, retail, wholesale, manufacturing and non-profit organizations. He has worked with individuals and the self employed.
Jim has worked with all areas of business planning and tax compliance. He has consulted with clients using various computer software programs including Checkbook Solutions and Quickbooks.
Jim received the 2011 & 2012 Twin Cities Five Star Wealth Manager award from Minneapolis St. Paul Magazine.