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Herbein + Company, Inc.

Herbein Stands Out

James A. Michalak

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James A. Michalak

Partner

Staying at the forefront of technology allows us to provide exceptional client service.

James A. Michalak, CPA, CITP joined Herbein in 2002 as a Manager in the Accounting & Auditing Department. Jim has over 25 years of experience servicing manufacturing and distribution companies, financial institutions (in areas such as audit, internal audit, asset based lending field exams) and employee benefit plan audits.

As chair of Herbein’s Internal Technology committee, Jim is responsible for ensuring the firm remains on the cutting edge in providing effective solutions to current clients.  Jim also serves as the partner in charge of marketing.  In this role he works closely with the marketing team to optimize opportunities and ensure firm growth.

Education and Certifications

  • Alvernia College – B.S. degree in Accounting
  • Certified Public Accountant (CPA) – Commonwealth of Pennsylvania
  • Certified Information Technology Professional (CITP)

Organizations

  • Allinial Global – Firm Member and Speaker
  • American Institute of Certified Public Accountants (AICPA) – Member
  • PICPA – Member of the Employee Benefit Plan Committee and Conference Subcommittee
  • Exeter Little League – Board member and treasurer
  • IMA Reading Chapter – Board member, treasurer, director of the web site, and past president
  • Institute of Management Accountants (IMA) – Member
  • Mid-Atlantic Council of the IMA – Past board member and regional director
  • Pennsylvania Institute of Certified Public Accountants (PICPA) – Member
  • Reading Musical Foundation – Past board member and treasurer
  • YMCA of Reading & Berks County – Board member and treasurer

Beyond Herbein

Jim is a technology buff and Penn State fan.

Featured Links

January 07, 2013 - Herbein + Company, Inc. Acquires Financial Outsourcing Solutions (FOS)

March 20, 2012 - Herbein Takes the Plunge for the YMCA