Home / Professionals / James G. Haubrock, CPA

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 30 firms nationally to audit employee benefit plans. Jim has earned a seat on the elite U.S. Department of Labor’s ERISA Advisory Council. He is also the former chair of 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 Ohio Society of Certified Public Accountants, Past Chair International Foundation of Employee Benefit Plans Society of Human Resource Management (SHRM)

Community Activities

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

Industry & Service Specialization

Articles

From James G

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2 Min Read

JIM HAUBROCK NAMED EBPAQC EXECUTIVE COMMITTEE CHAIR

Featured Articles

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Standard business mileage rate will increase for the second half of 2022

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Proposed regulations for inherited IRAs bring unwelcome surprises

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Get your piece of the depreciation pie now with a cost segregation study

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Navigating the New Data Privacy Landscape

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