Founded in 1996, Locatelli and Company is comprised of a diverse team of accounting professionals who represent clients with an entrepreneurial spirit.
Our ability to dig deep and communicate complex financial concepts in a simple language that clients can understand and relate to their business is what sets Locatelli and Company apart from stereotypical accounting firms.
Our clients trust us to help them grow their business by allowing them to focus their energies on what they do best.
Jim Locatelli, President
A certified public accountant and an entrepreneur himself,
Jim Locatelli took his considerable experience in the marketing communications field and opened up his own distinctive boutique of financial management and accounting services.
One of Jim’s greatest rewards is making a visible and positive impact on his clients’ financial success.
Prior to opening Locatelli and Company, Jim served as the CFO, executive vice president and shareholder of a large
Milwaukee-based advertising agency. In fact, he currently serves as the part-time CFO for several local marketing communication firms that rely on his expertise.
Jim is experienced in a variety of accounting and business management capacities, including financial analysis; income forecasting and budget control; tax reporting; succession planning; mergers and acquisitions; cost accounting, contract negotiation and execution; and employer retirement planning.
He also throws one heck of an after-tax party!
Jim obtained his CPA certification, and was accepted into membership of the American and Wisconsin Institutes of Public Accountants in 1979. Originally from Green Bay (and yes, a die-hard Green Bay Packers fan), he received his bachelor’s degree in accounting from UW-Milwaukee, and a bachelor’s degree in management from UW-Oshkosh.
Jim has worked with the American Association of Advertising Agencies Fiscal Control committee, where he served as chairman. He is currently a Board Member of the Creative Alliance Milwaukee and the Eisner Creative Foundation.
Address:
309 N. Water Street, Suite 150
Milwaukee, WI 53202
Phone: 414.224.7600
Fax: 414.224.7604
Email: jim@locatellicpa.com
Website: http://locatellicpa.com
Resources:
http://locatellicpa.com/resources.php