"We receive great satisfaction in assisting our clients with their individual and business needs. We appreciate the relationships we have built with them and the loyalty and trust they have extended to us over the years."
Jim is a Principal and Shareholder of Brown Schultz Sheridan & Fritz. He is a key member of the Firm’s Process Improvement and Audit and Accounting Committee and is the Principal designated with firm-wide responsibility for the quality of the Firm’s Governmental Audit practice. Jim specializes in the audits of local governments, including townships and boroughs, along with nonprofit entities. As an accountant in this niche specialty, Jim has provided a broad range of services to these clients including the preparation of comprehensive annual financial reports, grant close-out reports, federal, state and local financial assistance, compliance reporting in accordance with Government Auditing Standards and Uniform Guidance and Department of Labor reporting requirements.
Jim has gained significant experience providing audit, tax, and advisory services for clients in a variety of industries as the co-owner of a local accounting firm for 17 years before joining Brown Schultz Sheridan & Fritz in 2006. Jim has earned the American Institute of Certified Public Accountants Certificate of Educational Achievement in governmental accounting and auditing. He earned his Bachelor of Science degree in accounting from Clarion University.
Additionally, Jim works closely with the Firm’s small business practice to meet the needs and expectations of his small business clients including bookkeeping, payroll services, and tax planning and preparation. He also is responsible for tax planning and tax preparation for a large number of individual tax clients.
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)