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.

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: A Limited Employee Benefit Plan.


Big Thinking: Increased Contributions And Employee Retention.

Shareholder JOE BRUCE has more than 21 years of public accounting experience since joining Schneider Downs in 1996. He has expertise with a variety of clients including construction, manufacturing, retail, oil and gas industries, and employee benefit plans.
One of Joe’s clients had a successful business and was interested in contributing more to their retirement accounts. However, the client was limited by the existing employee benefit plan structure and IRS contribution limitations on their existing structure. Joe’s team was familiar with the structure of their existing plan and offered to do an analysis of their options. “The Schneider Downs Retirement Plan Solutions Group suggested a cash balance plan and provided an analysis to the business owners which quantified the impact and provided options to allow the client to evaluate the direction they were most comfortable moving forward with.” Bruce said. “The client elected to adopt the cash balance plan and was able to significantly increase contributions into the owners’ retirement accounts. This also enhanced the quality of the retirement benefits for their employees, which in turn helped improve employee retention.” 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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