Client Portal

Jim’s primary goal is to work closely with his clients to ensure that they are meeting their financial objectives. Jim is particularly adept at helping clients work through the most complicated financial and business situations, from multi-partner buyout agreements to complex acquisitions. He is an active listener, preferring to lead through the art of asking thoughtful questions. A strategic thinker, Jim helps his clients identify the opportunities and challenges out on the horizon, and partners with them to develop and blueprints for attaining their long-term goals.

Service Areas

  • Family and Independent Business
  • Management Advisory
  • Taxation

Industry Concentrations

“My job isn’t taking numbers and putting them on a piece of paper. It’s finding out where clients want to go and helping them figure out how to get there.”

-James Barrett

Certifications & Memberships

  • CPA, licensed in Massachusetts and Connecticut
  • American Institute of Certified Public Accountants, Member
  • Personal Financial Specialist credential
  • Massachusetts Society of Certified Public Accountants, Member


  • B.S. in Business Administration, Western New England College
  • M.S. in Taxation, Florida International University

Community Involvement

  • Massachusetts Chamber of Business and Industry, Treasurer, Executive Board Member
  • Greater New England YPO/WPO, Member


Howard L. Cheney, CPA, MST

Rudy M. D’Agostino, CPA

Kristina Drzal Houghton, CPA, MST

James T. Krupienski, CPA

Kristi A. Reale, CPA, CVA