Jim Mortenson Email and Phone Number

General accounting and tax consulting part-time practice focused on the needs of small businesses. Prepared tax returns and provided general consulting services.

Managed the firm’s daily operations with 8 direct reports, a team of 35 and budget of $20M that included finance, accounting, treasury, technology, marketing, HR, facilities, and records management functions. Led major projects to enhance productivity and savings through upgrading of primary financial and document management applications, state-of-the-art technology controls and disciplines.

Responsible for all the day to day financial operations and reporting for the company. • As a member of the senior management team, participated in all aspects of company management including long-range planning, marketing and product development.• Planned and implemented the first comprehensive accounting and project management system for this multi-discipline high technology company. • Key participant in the development and packaging of two major products for divestiture and eventual outside private and public financing.

Performed a variety of tax, accounting, auditing and consulting services for mid-market companies in a variety of industries. Specialty areas included organizational and business process consulting. Created a start-up business focused on business process outsourcing for mid-market companies in the region which continues as a successful business today.