James N.

Experience

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  Warehouse Direct Workplace Solutions

  Aug 2009 - Jul 2012

  Accountant

  General Ledger entries, Maintaining supporting documentation for account balances, Sales and Use Tax filings for 45 states and multiple localities, customer rebates, AR Aging, various ad hoc reports

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  Picker and Associates, LLC

  Jul 2012 - Oct 2014

  Auditor

  Audit and Assurance Engagements, Agreed upon procedures

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  Marcum LLP

  Oct 2014 - Nov 2017

  Manager, Assurance Services

  Marcum is a leader with an outstanding reputation at the national and regional levels. Marcum offers an extensive range of professional services and a high degree of specialization. In addition to traditional accounting, assurance and tax, including domestic and international tax planning and preparation, the Firm’s professional services include mergers and acquisition planning, family office services, forensic accounting, business valuation and litigation support.

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  FSB&W LLC

  Nov 2017 - Jun 2019

  Manager

  FSB&W is an innovative accounting firm founded on the premise that culture, communication, collaboration and client service within an organization is crucial to its success. Our team of experienced accountants and tax professionals work together to implement these principles in every aspect of our business.As more and more independent accounting firms consolidate into regional and national firms, it is difficult for individuals and business owners to find a firm that offers personalized attention. It is with that in mind that FSB&W has emerged with a simple: but too often forgotten philosophy. An accounting firm should be large enough to handle high-level client needs but not so large that it is no longer able to provide the individualized service each of its clients require and deserve. FSB&W is committed to engaging with our clients and our personnel to help each reach their personal and professional goals.I am responsible for providing high quality audit, review and compilation services including financial statement preparation in a timely manner that meets or exceeds client expectations; developing an understanding of the client’s business and supervising engagement teams. Show less

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  PBG Financial Services

  Jun 2019 - now

  Manager

  We believe that the more we understand your business, the better we can help it grow. That is why our advisors work right alongside you; creating a plan and fostering a long-term relationship that will help your company reach its full potential. By tailoring our approach to your specific challenges and goals, and doing so with a personal, firsthand commitment, we offer service that larger firms simply cannot duplicate.Whether your business is well-established, just being launched, or somewhere in between—we will help you find the right long-term solution. We believe each stage of development is an opportunity to work with you in overcoming obstacles, improving day-to-day operations, and making major business decisions with unwavering confidence. By offering a strategic mix of services with your company’s growth in mind, we are positioned to fulfill your needs today, tomorrow, and beyond. Show less