Profiles
James E. Merklin, CPA, CFF, CFE
Partner in Charge – Audit and Accounting Technical Matters
Director, Employee Benefit Plan Audits
Jim Merklin serves middle-market and high-growth clients in a variety of industries. He has extensive experience in employee benefit plans, business planning, financial forecasting, attestation services, fraud/forensic investigations and internal control and operations reviews. Jim has performed numerous other special projects for clients, such as feasibility studies, cash flow analyses, financing assessments, due diligence on business acquisitions and profitability studies.
Specializations
- Forensic services
- Employee benefit plans / ESOPs / 403(b) plans
- SEC attestation and advisory services
- International Financial Reporting Standards (IFRS)
- Manufacturing/Distribution
- Retail/Consumer products and services
Education
- Bachelor of Science in accounting, Case Western Reserve University
- Master of Accountancy, Weatherhead School of Management at Case Western Reserve University (Recipient, Dean’s Award for high scholastic achievement)
Current Community/Professional Involvement
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants (OSCPA)
- Association of Certified Fraud Examiners
- Executive Committee, AICPA Employee Benefit Plan Audit Quality Center
- AICPA 403(b) Plan Task Force
- Chair, PKF NAN Employee Benefit Plans Committee
- OSCPA Employee Benefit Plans Conference Planning Committee
- International Foundation of Employee Benefit Plans
- Chairman, Community Support Services, Inc.
- Audit committee chairman and past board chairman, Goodwill Industries of Akron
- Rotary Club of Akron
- Secretary, NEOUCOM Foundation Board of Directors
- Akron General Health System’s Community Health Committee
“Bober Markey Fedorovich serves great clients and has great people. It is an honor every day to be able to work with our clients to help them enhance their bottom lines and work their ways through a very challenging economy. Our staff have done a marvelous job in being proactive advisors for our clients, and seeing their continual development is a big reason why it is so much fun to come into the office every day.”




