James J. Wagner

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Jim Wagner, CPA, primarily focuses on assisting middle-market businesses and their owners with audit, accounting, tax and business consulting services. He specializes in providing insight in areas including due diligence, continuity planning and technical accounting issues.

He is the Partner-in-Charge of Manufacturing and Distribution Services for Sikich.

  • Business strategies
  • Growth opportunities
  • Cash flow analysis
  • Succession planning for closely held businesses
  • Business planning and consulting
  • Internal controls
  • Acquisition, disposition and business restructuring
  • Employee benefit plan audits

  • Manufacturing and Distribution

  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants
  • YMCA of Greater Milwaukee, Downtown Center, Past Chair and Executive Committee Member, Current Southwest Center Executive Committee Member
  • American Cancer Society, Past Chair, Board Member and Volunteer
  • Construction Finance Management Association, Milwaukee Chapter, Past Chair, Board Member and Volunteer
  • Associated General Contractors of Milwaukee
  • United Way, Volunteer
  • St. Elizabeth Ann Seton Parish, Past Chair and Member
  • UW Whitewater School of Business and Economics Dean Advisory Council, Past Member
  • Chairman Advisory Council, Accounting Department UW Whitewater, Past Chair and Member

  • Bachelor's Degree in Business Administration - Accounting, University of Wisconsin – Whitewater

Ph: 262-754-9400  |  Fax: 262-754-9401  |  Contact by Email


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