Jim Koney, QPA 

Manager of Retirement Plan Services

Education & Professional Designations

  • Qualified Pension Administrator (QPA)
  • Member of the American Society for Pension Professionals and Actuaries (ASPPA)
  • Member of ASPPA Benefits Council of Cleveland.
  • Miami University with a BA in Business/Qualified Pension Administrator (QPA).

About Jim

For nearly 40 years, I have served W3 Global Accounting clients by maintaining retirement plans through plan administration and plan design, document preparation, government compliance and reporting. education, participant reporting, distribution, loan processing, and individual tax returns.

Hobbies and Personal Interests

I would describe myself as honest, resourceful, and one of a kind. My go to karaoke song would be “Don’t Stand So Close to Me” by the Police.

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Tammy Arnold

Tammy Arnold

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Frank Bevilacqua SR

Frank P. Bevilacqua, CPA, MBA

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Sue Casey

Sue Casey

Administrative Assistant

Jaque Chon

Jacqueline Chon

Full Charge Bookkeeper

Nathan DeRoos

CPA | Accounting Manager

ROOSEVELT EDOUARD

Roosevelt Edouard

Staff Accountant

Christine Gohring

Christine Gohring

Administrative Assistant

Ben Gommel 

Chief Technology Officer

Katherine Grote

Katherine Grote 

Accounting Intern

Julie Ivascu

Julie Ivascu

Administrative Assistant

Tyler Labas

Tyler Labas

CPA, MBA l Senior Accountant

Iryna Nedoshytko

Iryna Nedoshytko

Senior Accountant