Jim Chilton is Founder and CEO of the Society for Financial Awareness. He is a San Diego California native, SDSU college athlete alumni. Jim began his early years as a full time teacher/coach at the high school level. With a natural ability for public speaking and interpersonal communication skills, Jim joined the financial services industry in the early 1980’s. After achieving a desirable level of success, Jim felt the need to do more for his community. In the summer of 1993 Jim founded “SOFA” The Society for Financial Awareness. Between 1996 and 2006, The Society for Financial Awareness has expanded into a national presence. As financial literacy programs are yet to go main stream “SOFA” will continue to offer and improve its educational services to corporations, companies & city governments. Jim enjoys riding his bike, reading and spending quality time with his family and friends. Jim’s electrifying personality and passion for coaching allows for Jim to partake in various speaking engagements across the country. Jim intentionally leaves his calendar flexible as he thrives under new and exciting businesses opportunities. Regarding Jim’s future, he will never retire.
Auditing June 13, 2025
The Utah-based firm and its founder/partner Kristofer Heaton were fined on June 12 for audit documentation, engagement quality review, and quality control failures involving five audits.
Accounting June 13, 2025
The recommendations come from the AICPA’s Tax Technical Resource Panels and cover 10 areas, including corporations/shareholders, employee benefits, and exempt organizations.
Payroll June 13, 2025
WalletHub set out to find the states where people make the most money by analyzing the average annual income of the top 5% of each state, the average income of the bottom 20%, and the median income for all residents.
Payroll June 13, 2025
Rising job insecurity is reshaping how Americans are approaching vacations this summer, as 29% of workers say recent layoffs or fear of job loss have made them hesitant to take time off for fun in the sun, according to a new report.
Firm Management June 13, 2025
Williams, vice chair of operations for the U.S. Big Four firm, will take over as chair of KPMG's Americas region on July 1, succeeding Paul Knopp, who has held the position since 2020.
Firm Management June 13, 2025
San Luis Obispo, CA-based Glenn Burdette and Saltmarsh, Cleaveland & Gund, which has offices in Pensacola and Tampa, FL, were the latest to join Ascend on June 1.
Accounting June 12, 2025
Your team, clients and community look to you for guidance. So let’s revisit that advice and update it for the here and now.
Small Business June 12, 2025
A new report released on June 11 by Avalara reveals a steep decline in optimism among U.S. accountants who advise small and midsized businesses.
Technology June 12, 2025
Randy Johnston and Brian Tankersley, CPA, review Microsoft Forms, which lets users create and share online surveys, quizzes, polls, and forms.
IRS June 12, 2025
A coalition representing tax professionals urged the Treasury Department in a letter to take immediate steps to preserve core IRS functions—for both taxpayers and practitioners—amid workforce reductions at the tax agency.
Technology June 12, 2025
Aiden's availability in the Azure Marketplace enables customers to use this pre-approved budget to purchase Aiden directly, at a discount.
Accounting June 12, 2025
This milestone marks a significant step in Sage’s three-year initiative to support 165 purpose-driven startups globally.
