Jim Haubrock is the auditor and trusted business advisor to not-for-profit, construction, and real estate clients. He is also recognized as a national expert in employee benefit plan audit services. With Jim’s leadership of the Employee Benefit Plan Audit Services Group, CSH is one of the top 25 firms nationally to audit employee benefit plans. Jim has earned a seat on the elite AICPA Employee Benefit Plan Audit Quality Center Executive Committee, which is credited with establishing best practices in performing high-quality employee benefit plan audits through education and training. He has also been a frequent speaker for the OSCPA and AICPA, discussing a variety of topics such as limited scope audit requirements, the revised 403(b) plan audit requirements, 11-K audit issues, and employee benefit plan audit efficiencies.

CERTIFICATIONS & LICENSURE

CPA – State of Ohio
CGMA - Certified Global Management Accountant

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants (AICPA) Governing Council
AICPA Employee Benefit Plan Audit Quality Center Executive Committee
Ohio Society of Certified Public Accountants Nominating Committee, and Chair of Executive Director Search Committee
International Foundation of Employee Benefit Plans

COMMUNITY INVOLVEMENT

A Special Wish Foundation Treasurer and Past President
American Heart Association Heart Walk Committee
Yankee Trace Homeowners Association Treasurer

EDUCATION

BBA, Accounting, University of Cincinnati

Contact Information

Phone: (937) 226-0070
Fax: (937) 226-1626
Email: jhaubrock@cshco.com

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