KIMBERLY L. JAMES CPA

Kim has more than 19 years of experience in public accounting.  She possesses extensive experience with audit, review, compilation and tax engagements. Kim has spent her career serving a diverse group of industries including not-for-profits, retail, distribution and manufacturing. Kim also has experience working with public companies. Her experience as an auditor has allowed her to gain valuable knowledge that helps her advise her clients and add value.

She is an active volunteer in the community. Kim served as the assistant treasurer and the vice president of HandsOn Central Ohio.  She is currently a member of the Economic Council for the Dominican Sisters of Peace and the Catholic Foundation’s Professional Advisors Group. Kim is an active member of the Firm’s Women In Business, Not-for-Profit and SEC Small Business Groups.

Education

B.S.B.A – Accounting, Xavier University

Professional and Community Involvement

Member—The American Institute of Certified Public Accountants

Member—The Ohio Society of Certified Public Accountants

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What was the best advice you’ve ever received?
In a business content, but I believe it holds true in all areas of life – The 5 P’s: Proper Planning Prevents Poor Performance.

What was your childhood dream?
I wanted to be a nurse.

If you could go back in time, what advice would you give your college self?
See advice to young professionals below.

What is the best or most interesting thing about your career?
No two days are ever the same.

What was your first job?
Bussing tables.

Do you have a “motto”? (spoken or unspoken)
Stolen from Yoda – “Do or do not, there is no try.” 

When you have an hour of free time, what do you like to do?
Read.

Do you have advice for young professionals?
Do not hide from things that make you uncomfortable.

Our Thoughts On

FEATURED

Big Problem: Liquidity Issues For A Local Company.


Big Thinking: New Ways To Predict And Control Cash Flows.

Shareholder STACI BROGAN has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.
One of Staci’s clients was struggling with cash flow issues and wasn’t sure how to better manage their liquidity. But Staci’s team had an in-depth knowledge of the company and a clear understanding of their operations. Through detailed benchmarking of the company’s financial results as compared to their peers, a template was created to better project cash flows and positively impact key ratios. “In addition to benchmarking performance, we were able to provide the client with an analysis to evaluate a key contract,” Brogan said. “This allowed them to negotiate better terms for the organization which also helped with their liquidity.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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