James Magee, CPA
James is a Certified Public Accountant licensed in Massachusetts with a decade of experience in accounting, auditing, and tax. His expertise includes both for- and not-for-profit organizations, and spans a wide range of industries including healthcare, manufacturing, housing, community organizations, and more, with budgets ranging from <$100,000 up to the hundreds of millions of dollars.
Industry Experience
- Nonprofits & For-Profits
- Healthcare and Federally Qualified Health Centers
- State and Federal Grants
- Manufacturing
- Construction
- Housing and Community Development
- Advocacy Organizations
- Human Services
- Community Organizations
Services Provided
Bookkeeping and Internal Accounting
Recording of monthly transactions, processing of accounts payable and accounts receivable, financial statement preparation and review with management
Accounting System Implementation
Transitioning to new accounting systems, linking with cloud-based payment systems such as bill.com, formalizing accounting policies and procedures;
Audit Preparedness and Preparation
Preparation of audit schedules, assisting management with organization of audit backup and auditor requests
State, Local, & Federal Tax Filings and Registrations
Preparation of State and Federal annual tax returns, initial IRS exemption applications, sales and use tax reporting
Payroll Processing
Setup on cloud-based payroll software, processing of payroll based on management approval, registrations and reporting for withholding and unemployment taxes
Hybrid and Remote Capabilities
Experience working in shared spaces, offices, fully remote, and everything in between