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About Haefner CPA PLLC

  

James C. Haefner, Managing Member

 Experienced, Knowledgeable, Collaborative  

Background

 

My  career has spanned public accounting, publishing, distribution,  manufacturing and health plans. After spending 17 years deeply  involved in insurance regulatory matters, investments and corporate  finance I retired from full time work. My CPA firm opened  in 2019 dedicated to consulting in these  three areas.  


My goal is to be a trusted advisor to my clients and work with them collaboratively to execute their strategy. 


I  have a Bachelor of Science in Accounting from Clarkson University and a  Master of Arts in Economics from San Francisco State University. In  addition to being a Certified Public Accountant I also hold the  designations of Certified Management Accountant and Certified Financial  Manager.

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