James A. Schlenner, CPA, ABV, CVA, CFP

It's hard to believe that an aptitude for numbers discovered during a high school bookkeeping class could turn into a long and rewarding career in accounting. But that's how it happened for Partner Jim Schlenner. For Jim, making a client's business operate more efficiently and profitably requires more than correct numbers on a financial statement or a tax form. Jim believes that service starts by understanding the clients' needs and educating them on what it will take to meet those needs. That is how the Firm gives clients more than they expect. Jim lives out his dedication to service at home through community involvement in many local organizations including the St. Cloud Rotary, the St. Cloud Hospital, and United Way.


Professional History

  • Over 35 years of experience in public accounting
  • Became a Partner in 1985

Education

  • Bachelor of Science degree in Accounting, Southwest State University 1979
  • Certified Public Accountant 1981
  • Accredited Business Valuation 1987
  • Certified Financial Planner 1996
  • Certified Valuation Analyst 2007

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • International Board of Standards and Practices for Certified Financial Planners
  • National Association of Valuation Analysts

Contact Information

 

Specific Industries

  • Construction 
  • Manufacturing
  • Transportation
  • Professional Practices
  • Medical

Concentrations

Community Involvement

  • Past President, St. Cloud Rotary
  • Board of Directors, St. Cloud Hospital
  • St. Cloud Chamber of Commerce
  • Volunteer, United Way
  • Centracare Planned Giving Committee
  • Past President, United Cerebral Palsy of Central Minnesota
  • Past President, St. Cloud Country Club
  • St. Cloud State University Husky Booster Club