Traditionally, accountants have concentrated on preparing financial statements and tax returns – essentially telling clients where they have been. We can help you get to where you are going.
We constantly ask our clients, “What are your needs and how can we help you meet them?” By listening to you and looking at things from your perspective, we support you as you define your goals, and we work along-side you as you achieve them.
When you are a Schowalter & Jabouri, P.C. client, you are the focus of a “team” effort headed by one of our Shareholders. Through close professional contact with you, your Shareholder assembles a group of professionals with the expertise and insight to help you succeed.
Success demands the attention of a team of committed financial and business specialists. Experts who understand the many accounting complexities and operational challenges inherent in running a business. We’ve become successful through the success of our clients, by providing invaluable guidance to companies of all sizes in a variety of industries.
Our firm was founded with the objective of performing the highest quality professional services as effectively and efficiently as possible. Our clients represent a broad cross-section of economic activity. Our professionals have the expertise and flexibility to service your needs in a cost-effective manner. Because no two clients are exactly alike, we tailor our services to meet your needs.
We understand your concern for efficiency, timeliness, and profitability. We too are entrepreneurs who fight the day-to-day battles on which ultimate success depends.
Our personnel are hand-picked, not only on the basis of outstanding academic achievement, but for their concern and dedication to our client’s success. All professional personnel participate in continuing education programs and conferences that not only keep us up-to-date on the changing economic and regulatory scene, but also helps us refine our soft skills. Our commitment to the accounting profession is evident by our affiliation with professional organizations such as the Missouri Society of CPA’s, Nexia International (independent member firms that provide a premium service to clients requiring an international approach to their affairs), the Center for Audit Quality, Governmental Audit Quality Center, and the Employee Benefit Plan Audit Quality Center. These memberships demand stringent quality control standards which must be evaluated externally every three years to assure compliance.
These affiliations demonstrate that we have the quality, expertise, and specialization you would expect of an international firm. We are large enough to handle the demands of our clients, yet small enough to provide the continuity and personalized service which you, the client, should expect.
What We Stand By
- We remain passionate about our client’s success.
- We are dedicated to our team members personal and professional development.
- We are committed to quality and our reputation.
- We are faithful to our role as community leaders.
Our Team of Professionals
James K. Torti, CPA, CFE, is a shareholder and the President of Schowalter & Jabouri, P.C. with over thirty-five years of experience in public accounting. Mr. Torti has focused his professional career in the areas of audit, tax, advisory and consulting services for private, government and nonprofit sector organizations and has worked with clients ranging from small local organizations and private companies to large multi-national companies.
Jon L. Dunham, CPA is a shareholder with over thirty-four years of experience in individual and business taxation, federal, state and local tax audit representation, small business consulting, tax compliance, and extensive tax planning. Selective tax planning engagements he is involved with include cost segregation studies, interest charge domestic international sales corporation entities and research and development tax credits.
Jamie C. Jabouri, CPA.CITP, CISA, is a shareholder with nearly 20 years of experience in financial statement audits and special projects including internal audits, Sarbanes-Oxley compliance, IT security, and various internal controls and compliance work. Ms. Jabouri is a frequent seminar speaker and has presented numerous training sessions over the past seven years to both auditors and clients on topics including internal control, fraud, risk assessments and audit requirements.
Michael L. Arendes, CPA, is a shareholder of Schowalter & Jabouri. He has almost thirty years of experience working with closely-held and family owned businesses in the areas of long and short term tax planning, risk management, and exit and succession planning. Mr. Arendes has experience in audit, review and compilation engagements, and special projects including internal control and accounting systems analysis.
Jonathan P. Whiting, CPA, is a shareholder and serves as the leader of the firm’s tax related research, compliance, consulting and special project service areas. Mr. Whiting is a Certified Public Accountant (CPA) with 30 years of public accounting experience in taxation around the St. Louis area.
Michael McNerney, CPA, is a shareholder with over 15 years of experience in individual and business taxation, not-for-profits, federal, state and local tax audit representative, small business consulting, and extensive tax planning. Mr. McNerney’s areas of expertise include taxation, business services and consulting, business entity selection, assistance with obtaining bank financing, and analysis of internal controls.
William E. Gerau is a Business Services Manager with 28 years of experience in accounting services, controllership services, software training, software support, individual taxation, and business taxation. Mr. Gerau has experience in many fields including Construction, Manufacturing, Non-for-Profit Organizations, Restaurants, Service Organizations, and also companies in the Medical Field industry.
Janice A. Smith, CPA, is a senior manager with over 20 years of experience in providing audit, review, and consulting services to not-for-profit, governmental, privately held, and publicly-traded clients, including involvement in employee benefit plan audits. During her career, Ms. Smith has served as a compliance audit specialist and has been involved in performing Uniform Guidance and other compliance audits for various-sized entities.
Deidra A. Doerr, CPA, is a tax manager at Schowalter & Jabouri with over 10 years of experience in various aspects of taxation and tax planning, such as individual and fiduciary taxation, small business accounting consultation and individual tax planning. She also helps clients with trust and estate administration, and works closely with her clients’ advisors to accomplish estate planning goals.
Karen R. Oetting, CPA, is a manager with over twenty years of experience with various aspects of tax and accounting issues. Ms. Oetting has experience in a variety of industries including restaurants, construction, and real-estate related activities. She is a graduate from Southeast Missouri State University and a member of the American Institute of Certified Public Accountants (AICPA).
James E. Cash, CPA, is a tax manager with twelve years of experience in taxation of businesses, not-for-profits, individuals, trusts and estates. Mr. Cash specializes in providing comprehensive tax solutions to closely-held businesses and their owners, including tax preparation and planning, tax audit representation, business formation and business exit strategies. Mr. Cash is a graduate of Saint Louis University.
Kirstin K. Gilmour, CPA, is a senior manager with over 20 years of experience in providing audit and review services for not-for-profit, publicly traded and privately held for-profit clients, and employee benefit plans. Throughout her career, Ms. Gilmour has provided audit services to many large public and privately held businesses. Ms. Gilmour also serves not for profit entities, political action committees and foundations.
Karen A. Lenk, CPA, CFE, is a director of Schowalter & Jabouri, P.C. In this role, Ms. Lenk manages the governmental and nonprofit attest services practice. Ms. Lenk has over twenty years of experience in various aspects of accounting and auditing with organizations such as school districts, municipalities, counties, nonprofit organizations and state agencies.
Jonathan S. Lycan, CPA, CGMA is an Assurance Services Senior Manager with decades of experience in internal control reviews (including Sarbanes-Oxley compliance), accounting, information technology, consulting services, and special project work in both industry and public accounting.