Consulting with business owners and individuals to accelerate growth and reduce risk.

Identifying Goals.

Solving Challenges.


Let me know your goals and challenges. Together we can find a way to achieve and solve them.

Your goals, my experience.

I bring a unique combination of private business management and public accounting experience. My career began in public accounting with BDO Seidman, LLP; I later owned my own CPA firm; and handled the acquisitions, turn-arounds, and sales of staffing and commercial recycling companies. Additionally, I started a distribution business of surplus military assets and most recently have been working as the CFO and financial investor of a growing distributor of pre-engineered structures.


In evaluating my family and personal goals, I have decided to develop a consulting network, assisting business owners and other entrepreneurs by utilizing my experience and knowledge.


  • Exit planning
  • Contract CFO
  • Process development
  • Management consulting
  • Accounting resources
  • Tax compliance sourcing
  • Payroll sourcing
  • Business transition
  • Tax planning
  • Risk Management
  • Balance Sheet Analysis

Find opportunities to bring VALUE to clients, provide PROFESSIONAL SERVICE and REFERRALS with a unique customized PERSPECTIVE, no matter the industry product.

  • Goal-driven consulting options
  • Goal setting
  • Tax planning and preparation resources
  • Budgeting and investment resources
  • Financial assessment
  • Risk management



James brings a very unique and powerful combination of skills and experiences to his clients. He not only is an exceptional tax planner and CPA, he is also an entrepreneur with a solid history of running successful businesses. I meet lots of CPA’s in my line of work and James stands out from the crowd. He is exceptionally intelligent, honest, and trustworthy. I consistently recommend James to my friends, family, and clients.

-Ron. B.

James and his team serve as the Finance department for our firm Profitable Growth Partners, LLC. We hired James just as we were starting the company and he has help us grow it into a thriving consulting and training firm. James' advice and service have been invaluable.

- Randy B.

James has provided services for a few of my clients. He is very detailed, honest and very professional. He understands the trials and tribulations of business owners and can assist any size business owner with their business tax needs.

- Rebecca B.

Let's Get In Touch

Contact me today to schedule an initial consultation.