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: New Rules For Business Deductions.


Big Thinking: New Tax Planning Strategies To Save $300,000.

Shareholder EVAN OGRODNIK has been with Schneider Downs since 2005 and is one of our experts in tax compliance and planning, accounting, and financial reporting matters.
Evan’s team always worked closely with our clients’ accounting group and Schneider Downs‘ audit team. When the IRS changed the rules on the deductibility of repairs and maintenance versus capitalization of assets, a group of Schneider Downs’ tax specialists performed a deep-dive on the technical rules of this change to develop tax planning strategies for their clients.  In one particular instance, through extensive analysis of the client’s fixed asset ledgers as well as those of related-party commercial rental properties, we were able to find tax savings of approximately $300,000. “Communication with our clients is always critical,” Ogrodnik said. “Our understanding of new, complex regulations, knowledge of our client’s business and internal workings, and the trust the client had in our experts, allowed us to take advantage of tax rules and garner significant deductions.” 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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