A teacher at heart, James brings reasoned advice and simplicity to complex financial reporting.
James first learned to master a difficult instrument, publicly lead his peers and quickly assess and resolve any potential problems while concertmaster and skilled violinist in his junior and senior high school orchestras. He now continues these traits on personal, professional and community levels. James conquers new systems for clients in an ever-changing business environment. James has an innate ability to teach accounting to expert and novice alike. His appetite for both learning and mentoring, personable nature and knack for networking make James the CPA who can bring order to a client’s seemingly complex financial reporting challenges. He fixes various accounting problems and is the calm voice in strained situations.
Areas of Expertise
James has over 25 years of experience auditing various types of entities including manufacturers, wholesalers and distributors, real estate fiduciary companies, insurance companies and not-for-profit organizations. James’ insurance experience extends to captives, government risk pools, property and casualty insurers and agencies offering a variety of commercial and personal lines. James is also a qualified peer reviewer under the AICPA Peer Review Program.
Ever involved in the community, he is the past Co-Chair of the Planning Committee of the Accounting and Auditing Conference sponsored by the CALCPA Education Foundation, has served as the Assistant Treasurer of The ManKind Project USA (a national nonprofit organization) and is currently the CFO of the Glendale Chamber of Commerce and a finance committee member of Women at Work.
Before JLK Rosenberger
His career began with Coopers & Lybrand, LLP, leading to positions in industry as senior, manager and controller. However, James focused his career in public accounting which has been his passion for most of his life.
Certifications & Qualifications
- Certified Public Accountant
- Qualified Peer Reviewer
- Chartered Global Managerial Accountant
Membership & Professional Associations
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
- Southern California Insurance Accounting and Systems Association (IASA)
- Chief Financial Officer, Glendale Chamber of Commerce
- Finance Committee Member, Women at Work
- University of Southern California (B.S.)