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Location: Carmel, Indiana
Favorite Beverage: Arnold Palmer
First Live Concert: Roy Clark
Least Favorite Chore: Ironing

Virtual Bookkeeper

Professional Experience

James is a Virtual CFO who brings a wealth of knowledge in multiple industries and organizations, both large and small, to his clients. He has gained valuable experience through challenging financial roles in manufacturing, aviation and distribution. One of his career highlights was participating in the launch of a manufacturing operation in Costa Rica. He is recognized for his skills in strategic planning, forecasting, reporting and cash management as well as his professional curiosity and his ability to develop creative solutions to complex situations.


James earned a Bachelor’s degree in Accounting from Purdue University and an MBA with an emphasis in Marketing from Butler University. He is a Certified Public Accountant licensed in Indiana and is a member of the Indiana CPA Society. His accounting claim to fame is that he passed all four parts of the CPA exam on his first attempt and recorded the 6th highest score in the state of Indiana for his efforts.

Personal Profile

James lives in Carmel, Indiana with his wife Erin. They have three adult children. James and Erin spend their precious free time immersed in their music, their racing and on the golf course.

Connect with James


Summit CPA can help you maximize profits, minimize taxes, and build personal wealth, while offering excellent customer service, professionalism, and responsiveness.


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