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Marcum LLP
Marcum LLP

James D. Wilkinson


CPA*/CITP
 
Office Managing Partner
Assurance
*Licensed by the State of Rhode Island & Commonwealth of Massachusetts
 

155 South Main Street
Suite 100
Providence, RI 02903

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James D. Wilkinson is the Firm's office managing partner in Providence, Rhode Island. He has more than 32 years of public accounting experience providing audit, accounting services, and technology consulting to a wide array of clients and industries. Additionally, he advises clients in areas ranging from business process efficiencies, mergers and acquisitions, and implementation of new accounting pronouncements.

Mr. Wilkinson is passionate about leveraging technologies to solve business challenges and provides outsourced accounting services for growing, entrepreneurial businesses from start-ups to well-established operations. He strives to implement technologies to empower people and transform complex systems and business processes into efficient and productive suites of integrated applications. He enjoys the fast-paced and ever-changing technology environment and contributing to client successes.

Mr. Wilkinson is an active peer review team captain under the AICPA Peer Review program, and has conducted quality control reviews for a multitude of CPA firms across the country.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • New England Peer Review, Inc., Member of Executive Committee (1995 - 2001; 2007 - 2013)
  • PHS Music Boosters, Inc., Treasurer and former President
  • Associated Builders and Contractors of Rhode Island
  • International Council of Shopping Centers
Accreditations, Designations & Certifications
  • Certified Information Technology Professional (AICPA)
  • Xero Certified Advisor
  • QuickBooks ProAdvisor
  • Bill.com Certified Expert
Subject Matter Expertise

Financial Statement Audits
ERISA, including 401(k) and 403(b) Plan Audits
A. 133 Single Audits
Agreed-Upon Procedures
Internal Control Assessments
Accounting System Implementations
Cloud Accounting

Education

Bachelor of Science, Business Administration
Bryant University

Related Insights & News


Providence Partner-in-Charge Jim Wilkinson discussed the advantages of being part of the Marcum organization with the Rhode Island Society of CPAs' newsletter.

 

The headlines continue in the growing trend toward mergers, acquisitions and other forms of alliances between local CPA firms and their larger partners.

 
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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