BREAKING NEWS

Announcing Our Newest Partner

BMF welcomes with pride and purpose, our newest partner, Marie Lenarduzzi!

Staff Photo

James E. Merklin

CPA/CFF, CFE, CGMA, MAcc

Office

3421 Ridgewood Road, Suite 300

Akron, OH 44333


330.762.9785
330.762.3108

About

Expertise

Articles

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, feasibility studies, cash flow analyses, due diligence on business acquisitions, profitability studies and internal control operations reviews. Jim was with Ernst & Whinney from 1986 to 1989 and with Hausser & Taylor from 1989 until he joined Bober Markey Fedorovich in 1997. He was elected a partner in 2003.

Specializations

Education

Certifications

  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF)
  • Certified Fraud Examiner (CFE)
  • Chartered Global Management Accountant (CGMA)

Professional and Civic Memberships and Activities – Current

Professional and Civic Memberships and Activities – Past

Awards and Accolades

CliftonStrengths

  • Significance
  • Relator
  • Achiever
  • Consistency
  • Responsibility

Top 5 Key Insights from DOL’s Employee Benefits Audit Quality Study

February 6, 2024 Benefit Plans

In November 2023, the Employee Benefits Security Administration (EBSA) of the US Department of Labor (DOL) released its fourth evaluation of the audit work conducted by independent qualified public accountants. This evaluation specifically scrutinizes the performance of audits for. Read More >>

Exploring Financing Options for Your Business

In today’s uncertain economic climate, business owners face challenges in selecting the right financing options to support their operations and navigate financial uncertainties. Whether you require funding for equipment upgrades or wish to expand your business, it’s crucial to. Read More >>

DOL Issues Changes to Form 5500: Smaller Benefit Plans To Be Excused From Audits Starting in 2024

The U.S. Department of Labor (DOL) has recently modified long-standing rules regarding which plans are required to be audited annually for filings on Form 5500. The current rules, which will remain effective for 2022, require that any plan with. Read More >>

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