BIO: Jim is a Partner, Director of Firm Technology and is the Firm’s Technology Niche Practice Leader. Jim has been a frequent speaker to many State CPA Societies, the AICPA and other organizations on topics specifically related to technologies used by the business community today. He has been consulted by numerous Firms throughout the United States on appropriateness of technologies being employed within the Firm and has also been a frequent speaker on related topics for the New Jersey Technology Council, NJ Biz Magazine and other organizations. Jim has authored many articles dealing with firm technology issues and was featured on the cover of past issues of Accounting Technology Magazine and Practical Accountant Magazine.
In Jim’s role as Technology Niche Practice Leader, Jim heads-up the Firm’s business development, audit, tax and consulting services areas for companies engaged in the technology sector. Jim works with technology companies from start-up to those ready to realize their exit plan and helps them every step of the way from navigating through capital infusion, traditional financing, equity transactions, tax incentives, etc.
He is Past President for the New Jersey Society of Certified Public Accountants.
In addition, Jim is past Chair the AICPA’s CITP Credential Committee and of the AICPA’s Tech+ Conference, a past member of the AICPA’s Board of Directors and AICPA Council. Jim is also a member of the board of directors for the New Jersey Technology Council.
Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in Accounting and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology.
Welcome to the Accounting Success Podcast. Ian Welham is a Chartered Accountant helping other CPA firms maximize their profit potential and become the Most Relevant Advisor to clients. To learn how you can add value, introduce new revenue streams, and move into high value advisory services, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too.