James Matthis
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James Matthis Email & Phone Number

Partner at Waters & Matthis, CPAs, PLLC at Waters & Matthis, CPAs, PLLC
Location: Wallace, North Carolina, United States 6 work roles 3 schools
1 work email found @us.pwc.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Role
Partner at Waters & Matthis, CPAs, PLLC
Location
Wallace, North Carolina, United States

Who is James Matthis? Overview

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Quick answer

James Matthis is listed as Partner at Waters & Matthis, CPAs, PLLC at Waters & Matthis, CPAs, PLLC, based in Wallace, North Carolina, United States. AeroLeads shows a work email signal at us.pwc.com and a matched LinkedIn profile for James Matthis.

James Matthis previously worked as Partner at Waters & Matthis, Cpas, Pllc and Managing Director at Blackbelt Capital. James Matthis holds Masters, Accounting from Unc Kenan-Flagler Business School.

Company email context

Email format at Waters & Matthis, CPAs, PLLC

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{first_initial}{last}@us.pwc.com
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AeroLeads found 1 current-domain work email signal for James Matthis. Compare company email patterns before reaching out.

Profile bio

About James Matthis

Partner at the CPA firm, Waters & Matthis, CPAs, PLLC.Managing Director of BlackBelt Capital.

Listed skills include Financial Reporting, Accounting, Cpa, Tax, and 15 others.

Current workplace

James Matthis's current company

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Waters & Matthis, CPAs, PLLC
Waters & Matthis, Cpas, Pllc
Partner at Waters & Matthis, CPAs, PLLC
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6 roles

James Matthis work experience

A career timeline built from the work history available for this profile.

Partner

Current

Wallace, NC

We provide high-quality professional services to businesses and individuals. Our goal is to bring exceptional value to our clients and their businesses through our services.Our success is built upon a reputation of trust, experience, and reliability.Waters & Matthis, CPAs, PLLC is a CPA firm founded in Wallace, NC, and is the successor firm of an.

Jan 2015 - Present

Managing Director

Current

Raleigh-Durham, North Carolina Area

Private Equitywww.blackbeltcapital.com

May 2013 - Present

President

Current
Jd Matthis & Company

Our focus is serving small to mid-market companies. We guide our clients through the process of transferring their business. Our services include:CFO ServicesExit AdvisoryM&A AdvisoryValuation Services

Aug 2012 - Present

Interim Chief Financial Officer

Acting as primary change agent: bringing Whole Harvest Foods, LLC to a new level of operational and financial reporting accuracy and efficiency. Main areas of focus include: - increasing the timeliness and accuracy of financial reporting, including useful management reports - optimizing the capital structure to facilitate growth - instituting budget and.

Jun 2014 - Jul 2014

Private Company Services Tax Associate

Greensboro, NC

Worked mainly in the Private Company Services tax group in Greensboro, NC. Also worked in NYC with the Asset Management group, focusing on real estate partnership taxation. Gained experience with a variety of clients, from Fortune 1000 companies to individuals.

Oct 2010 - Aug 2012

Financial Advisor

Successfully gained Series 7 and Series 66 licenses. Built a client leads list, through personal contact, of over 400 individuals and businesses in less than two months. Worked with clients to deliver tailored investment solutions to meet their personal financial goals.

Jan 2008 - Aug 2008
3 education records

James Matthis education

FAQ

Frequently asked questions about James Matthis

Quick answers generated from the profile data available on this page.

What company does James Matthis work for?

James Matthis works for Waters & Matthis, CPAs, PLLC.

What is James Matthis's role at Waters & Matthis, CPAs, PLLC?

James Matthis is listed as Partner at Waters & Matthis, CPAs, PLLC at Waters & Matthis, CPAs, PLLC.

What is James Matthis's email address?

AeroLeads has found 1 work email signal at @us.pwc.com for James Matthis at Waters & Matthis, CPAs, PLLC.

Where is James Matthis based?

James Matthis is based in Wallace, North Carolina, United States while working with Waters & Matthis, CPAs, PLLC.

What companies has James Matthis worked for?

James Matthis has worked for Waters & Matthis, Cpas, Pllc, Blackbelt Capital, Jd Matthis & Company, Whole Harvest Products, and Pricewaterhousecoopers.

How can I contact James Matthis?

You can use AeroLeads to view verified contact signals for James Matthis at Waters & Matthis, CPAs, PLLC, including work email, phone, and LinkedIn data when available.

What schools did James Matthis attend?

James Matthis holds Masters, Accounting from Unc Kenan-Flagler Business School.

What skills is James Matthis known for?

James Matthis is listed with skills including Financial Reporting, Accounting, Cpa, Tax, Finance, Income Tax, Sec Filings, and Valuation.

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