James T. Keefe, CPA

Personal Quote

“My responsibility is to maintain and develop strong client relationships and other business relationships in the marketplace. We strive to anticipate our clients’ needs in a proactive manner and assist them in all aspects of their financial affairs.”

Background & Experience

Jim is a partner in the Buffalo office of The Bonadio Group. His responsibilities include client service, new business development, training staff and promoting the Firm in the Western New York Business Community.

From a client perspective, Jim has earned an outstanding reputation in the Buffalo market for seeing beyond providing just accounting and compliance services. He is a consultant and advisor that takes special pride in empowering companies with the ability to see where they are now and where they want to go, complemented by the experience to guide them on how to get there. Jim believes that a strong client relationship is the cornerstone of superb client service, a sentiment that is reflected in his business approach.

Mentoring and guiding staff is another key aspect of Jim’s responsibilities. Continually working with staff to help them grow and develop, he maintains an open door policy and is always available to assist staff with questions or issues as they arise.

Jim was affiliated with PriceWaterhouse prior to his local accounting firm experience and was the Managing Partner of Fiddler and Company LLP until its merger with Bonadio in 2005.

Education

• B.B.A. - Accounting, Niagara University

Licensing & Certifications

• CPA
  • New York
  • Florida
  • Massachusetts

Service Expertise

• Accounting and auditing
• Tax and financial planning
• Business plans
• Assistance in obtaining financing
• Tax compliance

Professional and Community Service Involvement

• University at Buffalo School of Management Center for Entrepreneurial Leadership, Reactor, Mentor
• Construction Financial Management Association
• Construction Exchange of Buffalo and WNY, Board Member
• Contractors Committee Member, New York State Society of Certified Public Accountants
• WNY Venture Association
• U.S. Small Business Administration’s Advisory Council of the Buffalo District
• Leadership Buffalo
• Florida Society of Certified Public Accountants
• Florida Society of Certified Public Accountants Construction Committee
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants

Credits and Achievements

• Accountant of the Year, Small Business Administration
• Associate of the Year, Buffalo Niagara Builders Association
• Distinguished Accounting Alumnus of the Year, Niagara University

On the Personal Side

Jim and his wife Gerry have five children: Jason, a student at New York University; Jenna, Jeff, Joe, and Jim, all recent college graduates. Some things you might notice about Jim are:

he’s a people person…easy to approach both in and out of the office and seems to know everyone, he’ll remember your name and use it often in his conversation with you

he’s a traveler …visiting his children around the country and taking family vacations; his most memorable driving to California with the family

he’s active…enjoying golf and working out