Maple Shade, N.J.-based IPA 400 firm Haefele Flanagan (FY23 net revenue of $11.6 million) has announced James R. (Jim) Haefele has assumed the role of leading partner. This transition marks a new chapter in the firm’s ongoing commitment to excellence, innovation and client success.
With over 25 years of experience in accounting, compliance and business advisory, Haefele has played a pivotal leadership role in fostering a culture that prioritizes both client and employee success. As leading partner, he will focus on strengthening relationships, expanding services and advancing the firm’s long-term vision.
Jim Rogers, who has served as MP for 11 years, expressed his confidence. “Jim Haefele embodies the values and forward-thinking approach that define Haefele Flanagan,” said Rogers. “His dedication to our clients, our team, and our mission makes him the ideal choice to lead us. I’m excited to see how his guidance shapes our firm’s success.” Rogers will continue to support Haefele until his retirement on Dec. 31, 2025.
“I am honored to continue the legacy of excellence at Haefele Flanagan,” said Haefele. “As the accounting and advisory industry undergoes significant consolidation, we have an opportunity to differentiate ourselves by delivering hands-on, customized solutions that larger firms often overlook. Additionally, the rapid evolution of artificial intelligence and emerging technologies presents unprecedented opportunities for businesses and advisory firms. Integrating cutting-edge AI solutions can enhance efficiency, optimize client outcomes, and ensure that Haefele Flanagan remains at the forefront of innovation.”
