Overview
With more than 11 years of experience in tax and accounting advisory services, Jimmy works primarily with clients in the construction industry. He advises general contractors, specialty trade contractors, and subcontractors, along with their individual business owners, helping them identify the next opportunity to add value to their short- and long-term operating goals.
Experience
Jimmy specializes in tax planning and compliance, succession planning, accounting advisory, forecasting, and financial strategy. The partnerships he has fostered with his clients have helped contractors improve cash flow and bonding capacity through forward-thinking tax and financial planning. Jimmy also helps clients strengthen their financial reporting so they can make informed decisions and meet compliance deadlines more quickly.
Education & Affiliations
Jimmy earned a Master of Accounting & Information Systems and a Bachelor of Science in Accounting from Lehigh University. He is a Certified Public Accountant (CPA) and a Certified Construction Industry Financial Professional (CCIFP). Jimmy is an active member of the American Institute of Certified Public Accountants (AICPA) and the Construction Financial Management Association (CFMA).