Make A Payment
Client Portal
Contact us

KIMBERLY L. JAMES CPA

CONTACT
[email protected]
DOWNLOAD VCARD

Kim has more than 25 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. She also has experience working with public companies. Her experience as an auditor has allowed her to gain valuable knowledge that helps her advise and add value to her clients.

Kim is an active volunteer in the community. She currently serves as a finance committee member and a member of the board of Bridgeway Academy and previously served as a member of the Economic Council for the Dominican Sisters of Peace and the treasurer of the Board of Star House. In addition, Kim is an active member of the Schneider Downs Focus on Women and the P.O.W.E.R. Committee, the Not-for-Profit Industry Group and the SEC Small Business Group.

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

Member—Schneider Downs Focus on Women and P.O.W.E.R. Committee

Member—Schneider Downs Not-for-Profit, Manufacturing and SEC Small Business Industry Groups

SHARE

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: Organization Severely Impacted By Covid-19.

Big Thinking: Identify And Claim Over $1.1m In Refundable Credits.

With over 14 years of experience, MATTHEW WERNER is a tax shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, manufacturing, technology, and healthcare.
During frequent communication throughout the pandemic, Matthew realized one of his clients was struggling with a significant drop in gross receipts. Matthew and his team continually monitor legislative tax changes and noticed previously excluded organizations that received PPP loans and were now also eligible for employee retention credits. “Once we noticed an area of opportunity related to the Employee Retention Credit, we were able to calculate the credit available while navigating PPP forgiveness to ensure maximizing both programs,” said Matthew. “In the end, we identified and claimed over $1 million in refundable credits and the clients were thrilled.” 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.
READ MORE
see more case studies

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.
Ask Us