Jim has a Masters in Accounting and has been helping our clients with tax and accounting services for over 25 years. He believes that the financials of a business can be a dashboard to help manage a business to maximize margins.

Areas of Experience

  • Account Reconciliation
  • Auditing
  • Cash Management
  • Consulting
  • Controllership
  • Financial Reporting
  • Financial Analysis
  • Financial Management
  • Forecasting & Budgets
  • General Ledger
  • Internal Controls
  • Management Reporting
  • Public Accounting
  • Payroll
  • Profit & Loss Responsibility
  • QuickBooks’ Pro-Advisor

Qualified Business Income Deduction

The qualified business income (QBI) deduction is a tax break that’s been given to certain...
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When to Apply for Social Security Benefits

With the demise of guaranteed pensions, and in light of the risks you face in...
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How to Best Manage Your Beneficiary Designations

Leaving an inheritance to your family or friends is not just about passing on assets,...
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We can help you achieve financial freedom, so you can focus on what you enjoy in your life.

Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
Office: 512.381.4500
Email: info@echelonfinancial.com