24 FEB 2025 / PEOPLE UPDATES

Haefele Flanagan Appoints James R. Haefele as Leading Partner

- MYCPE ONE Insights Team

Summary

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Accounting firm Haefele Flanagan has named James R. Haefele, a seasoned professional with over 25 years of experience, as its new Leading Partner starting February 17, 2025, in a move symbolizing renewed commitment to innovation and client success. Haefele aims to strengthen relationships, broaden service offerings, and advance the firm's strategic vision, highlighting artificial intelligence and emerging technologies' potential to enhance client services and outcomes.

Haefele Flanagan has announced the appointment of James R. (Jim) Haefele, CPA, ABV, CVA, CFF, MAFF, as its new Leading Partner, effective February 17, 2025. This leadership transition signifies a renewed commitment to excellence, innovation, and client success within the firm.

With over 25 years of experience in accounting, compliance, and business advisory, Jim Haefele has been instrumental in cultivating a culture that emphasizes both client and employee success. In his new role, he aims to strengthen relationships, broaden service offerings, and advance the firm's long-term strategic vision.

Outgoing Managing Partner Jim Rogers, who has led the firm for 11 years, expressed confidence in Haefele's leadership: "Jim Haefele embodies the values and forward-thinking approach that define Haefele Flanagan. 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 the leadership transition until his retirement on December 31, 2025.

Under Rogers' tenure, Haefele Flanagan achieved significant milestones, including a merger with Trilogy Partners (now HFConsulting), the implementation of EOS® to drive long-term growth, and recognition as one of NJBIZ's Best Places to Work 2024 and Accounting Today's Best Firms to Work For 2024. The firm also demonstrated a strong commitment to philanthropy, with donations exceeding $650,000 to The Alzheimer's Foundation.

Reflecting on his new role, Jim Haefele stated: "I am honored to continue the legacy of excellence at Haefele Flanagan. 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."

For over 55 years, Haefele Flanagan has served as a trusted partner to businesses and individuals. Under Jim Haefele's leadership, the firm is poised to continue delivering expertise and innovative, personalized services across all practice areas.

Until next time…

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Haefele Flanagan Appoints James R. Haefele as Leading Partner

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