Principal
Jim is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, serving as a Principal. Jim has over 40 years of deep financial expertise working in both public accounting and private company. He serves a variety of industries, including specialization in real estate, construction, manufacturing, medical, nonprofit, and technology.
Specializations
- Accounting, tax and financial preparation for businesses and individuals
- Business advisory, planning and forecasting
- Estate and trust taxes
- Risk management
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Oakland University, Bachelor’s in Accounting
- Walsh College, Master of Science in Accounting
Professional Membership
- American Institute of CPAs
- Employee Benefit Plan Audit Quality Center
- Michigan Association of CPAs