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Jim is a Member of the Firm and a member of Wolf’s Executive Committee. He serves as an engagement officer and quality control reviewer for entrepreneurial driven businesses that are privately held, family-owned, venture backed and publicly traded. Jim is the founder of the Firm’s Investment Adviser and Investment Fund Practice group, and served as the Audit Department Leader for Wolf’s Commercial Industries Group.

Jim provides audit, financial reporting and financial consulting services to businesses from their start-up phase through exit planning. With over thirty-eight years of experience at Wolf, he has served clients in various industries including investment advisors, wholesalers, real estate, professional services, investment funds, food processors, biotechnology, pharmaceutical, medical instrument and manufacturing businesses.  

Beyond financial statement audits and reviews, Jim provides guidance on financial reporting, mergers and acquisitions, succession planning, profitability analysis, key employee compensation strategies, strategic planning and exit strategies.  Jim’s expertise also includes accounting standard implementation and assistance with corporate and individual tax planning.  His services to public companies include SEC reporting, annual audits and quarterly reviews, initial public offerings, reverse mergers and reporting on Management’s assertions over Sarbanes-Oxley 404 compliance.

Industry & Service Specialization