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 

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. 

Kimberly  L. James CPA

our thoughts on

IRS Provides Taxpayer-Friendly Guidance for the Employee Retention Credit
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Tax BY Rachel Kolar
Advanced Child Tax Credit
Ohio’s New Budget
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big problem:
Let’s work together to create greater efficiency within your organization. Email me directly here.
big thinking:
Redundant back office functions.

Shareholder Don Applegarth has more than 26 years of public accounting experience and is the practice leader of the Schneider Downs Accounting, Assurance and Advisory Services department. He has experience serving companies in a variety of industries, including but not limited to manufacturing, retail, construction, real estate, transportation and logistics, and natural resources.

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