Your Preferred Partners

James Lee, CPA     e-mail James    download vcard

View James's Summary of Qualifications for past project experience.

James founded PFP in 2004 upon the principle of providing superior finance and accounting services with unmatched customer service. James holds a Masters degree in accounting from Rice University and served as a manager in KPMG’s assurance practice. He is also a licensed CPA in both Kansas and Missouri. James has held a variety of management positions in the accounting and finance arena including substantial overseas experience. His areas of expertise include budgeting and forecasting, foreign currency, transaction services, process improvement and financial management reporting.

John Owen, CPA, CVA     e-mail John    download vcard

View John's Summary of Qualifications for past project experience.

John is dedicated to assisting clients with his broad knowledge of accounting and business valuations. John holds a Business degree from the University of Kansas and a Masters degree in Accounting from the University of Missouri-Kansas City. He is a licenced CPA in both Kansas and Missouri. John is also a Certified Valuation Analyst (CVA) as accredited by the National Association of Certified Valuation Analysts (NACVA). He joined PFP from KPMG’s public accounting assurance practice. John’s background also includes experience at a national consulting firm, where he provided information technology outsourcing. John’s areas of expertise include business valuations, financial analysis and modeling, internal control evaluation and financial reporting.

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"Because of PFP's experience and responsiveness, we can trust them to execute on difficult projects in a timely, effective and efficient manner."

–Mark Peterson, CFO, Entertainment Properties Trust

"The focus on end results and client service make PFP an invaluable business partner."

–Chuck Finch, Managing Director, Alvarez & Marsal

"Impressive ability to deliver high-quality work against tight deadlines, and to make contributions that were useful to Finance, Sales, and Operations."

–David Gordon, Partner, Portfolio Management–The Riverside Company, and Interim CEO, QualServ Corporation

"PFP's work was pointed right at the issues and their solutions proved a level of diligence which was very impressive."

–Ira Glazer, President and CEO, WireCo WorldGroup

"PFP's CFO services are a great solution for our small business. They delivered superior results and provided excellent value for the money."

–Atticus Lyon, CEO, Atticus Home

"PFP is a definite 'go to' resource for any organization needing strong leadership and guidance through difficult transitions."

–Tyler Montague, Managing Director, Carl Marks