The goal of our engagement teams is to free clients from the cost and complexity of accounting and tax requirements. We choose client teams based on industry expertise and the ability to be a resource for your business. We strive for low staff turnover so that we can provide more efficient and effective services to your company.
We believe our client service teams are our greatest asset. Most of our professionals are Certified Public Accountants or CPA candidates. Several staff have advanced degrees or are working toward obtaining one. Our professionals are subject to our rigorous continuing education requirements.
Some of our tax staff have been with the firm for over 20 years and have the experience and knowledge to provide comprehensive advice beyond the preparation of tax returns. Many clients have been with us through their third family generation and we consider them our friends. Such a close relationship aids us in providing comprehensive services.
The client service teams are managed by two professionals each with over 20 years of experience.
James McNichol, CPA
Jim is the Managing Member of McNichol & Associates, LLC. He has extensive experience providing accounting, tax and consulting services for clients in a variety of commercial industries. He is an expert in tax planning and compliance services for individuals and small businesses.
Jim is also the founder and Managing Member of Strategic Fund Services, LLC. He has over 20 years experience in financial services, with an emphasis on outsourced accounting and administrative services for investment funds. Jim consults with clients and their attorneys on the design and structure of their entities during the organizational stage. He also provides consulting throughout the life cycle of funds and their related entities.
Jim is a Certified Public Accountant and earned a Bachelor of Business Administration in accounting from the University of San Diego. He is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is a Certified Senior Advisor (CSA) and a Diplomate of the American Board of Forensic Accountants (DABFA). Jim is also a QuickBooks ProAdvisor.
Terence has 25 years experience providing accounting, tax and consulting services for clients in a variety of industries. Recently he has focused on providing administration and consulting services to hedge funds, private equity funds and fund of funds. Prior to joining McNichol & Associates he was the COO and CFO of Aroya Capital, LP, a multi-strategy hedge fund. At Aroya Terence was responsible for all non-investment functions for the firm including accounting and tax functions, investor reporting and service provider relationships.
Prior to joining Aroya, Terence was a Senior Vice President with BISYS-RK, where he managed administration and tax services for 150 investment funds with over $30 billion of assets. BISYS-RK is the fund administration business that was purchased from Rothstein Kass in January 2005. Terence was with Rothstein Kass from 1988 until the sale to BISYS. While at RK he held various positions including partner in charge of operations for fund administration services and as partner in charge of the New York office. Clients serviced by Terence while at Rothstein Kass and BISYS-RK include Goldman Sachs Asset Management, Blackstone Alternative Asset Management, Wellington Management, Sterling Stamos and Corbin Capital. Terence began his career at KPMG in 1983 and worked there for 5 years.
Terence is a Certified Public Accountant and earned a Bachelor of Business Administration in accounting from Pace University. He is a member of the American Institute of Certified Public Accountants.
Stephanie Mileto, MBA
Stephanie joined McNichol & Associates upon graduation from college. She has extensive experience providing accounting, tax and consulting services for clients in a variety of industries. Recently she has focused on providing administration and consulting services to hedge funds, private equity funds and fund of funds. Stephanie works with fund managers to provide a wide variety of administration and investor services. She is an expert with our Advent portfolio accounting software. Stephanie also works closely with the fund audit teams to coordinate the completion of audit and tax reporting for clients. Stephanie earned a Bachelors of Science in accounting from Kean University and a Masters of Business Administration from Monmouth University. She is currently pursuing her Certified Public Accountant designation.