James McAuliffe, CPA, MST

Principal

CPAs & Advisors

Jim is a Principal in the Bloomfield Hills office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, serving as a Principal. Jim has over 40 years of deep financial expertise working in both public accounting and private company. He serves a variety of industries, including specialization in real estate, construction, manufacturing, medical, nonprofit, and technology.

Specializations

    • Accounting, tax and financial preparation for businesses and individuals
    • Business advisory, planning and forecasting
    • Risk management
    • Estate and trust taxes

Professional Certifications and Education

    • Certified Public Accountant (CPA)
    • Oakland University, Bachelors in Accounting
    • Walsh College, Master of Science in Taxation

Professional Membership

    • American Institute of CPAs
    • Michigan Association of CPAs
    • Employee Benefit Plan Audit Quality Center