Jim Marty, CPA, CVA

CEO | Founder | Principal
Direct: 303-651-0304
jmarty@bridgewestcpas.com
View Jim Marty’s CV

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Jim Marty, CPA, CVA, is the Chief Executive Officer and Founder of Bridge West LLC, the first accounting firms in the world to focus solely on the cannabis and hemp industries.

Jim is a pioneer and a leader in the cannabis and hemp industries and is a nationally recognized and renowned expert on tax, accounting, and banking issues for these growing areas. Jim has been featured on Fox Business News, CNBC, and numerous other nationwide media outlets.  Jim opened his practice to cannabis clients in 2009, the practice has grown to more than 400 cannabis and hemp clients nationwide.

In addition to providing his clients with exceptional tax preparation assistance and unparalleled client services, Jim is accredited in business valuation, intangible asset valuation, and certified in financial forensics. He is a qualified expert witness in jurisdictions in Colorado and California, and on over 30 occasions has provided testimony in Washington, Colorado, and California courts. Jim has testified for several cases involving business disputes, mergers and acquisitions, and business valuation issues.

Prior to founding Bridge West, Jim began his distinguished career at a national accounting firm in Boston, MA and then spent more than 30 years as the owner of a public accounting practice that assisted small businesses reach their financial goals. After gaining an in-depth understanding of corporate accounting, partnership, and individual taxation, Jim founded his private practice in Longmont, Colorado in 1984. At his predecessor firm, Jim oversaw a team of experts who provided clients with full service accounting, business valuations, and expert witness services. In 2009, prior to the passage of HB 10-1284 and SB 10-109, the Colorado Medical Marijuana Code, Jim performed extensive research on the cannabis industry. Realizing the significance of the emerging industry, he searched for solutions regarding renting property to growers and/or dispensaries, opening a dispensary, supplying product to dispensaries and many other issues facing this new industry. Jim then traveled to San Francisco, California to meet with attorneys and accountants involved in the Champ case and other medical marijuana clients. As a result of his research, Jim decided to focus on the cannabis and hemp industries.

In 2015, Jim merged his non-cannabis clients with a CPA firm in Longmont, Colorado and dissolved Jim Marty and Associates, LLC.  At that same time, he created Bridge West LLC, a new firm exclusively focused on the cannabis and hemp industries In 2017 his practice was acquired by Boeckermann Grafstrom & Mayer, a full-service CPA and Advisory firm founded in 1982 and located in Bloomington, St. Paul, and Sauk Centre, Minnesota, and Florida.

In recent years, Jim and the Bridge West team have expanded into assisting clients in the hemp industry. Beginning with the 2014 Farm Bill and with President Trump signing the 2018 Farm Bill, hemp and CBD companies are a significant part of Bridge West’s client base.

Professional Experience

Founder | CEO
BridgeWest LLC
2015 – Present

Founder
Jim Marty and Associates, LLC
2007 – 2015

Co-Founder
Marty, Lyle, Doty and Jones, LLC
2003 – 2007

Co-Founder
Marty, Lyle and Doty, LLC
2000 – 2003

Co-Founder
Marty and Lyle, LLC
1998 – 2000

Founder
Jim Marty and Company
1984 – 1998

Alexander Grant and Company, now known as Grant Thornton, LLP
1979 – 1984

Licensing, Memberships & Honors

  • American Institute of Certified Public Accountants (AICPA)
  • Colorado Society of Certified Public Accountants
  • Founding Member of the AICPA Business Valuation Networking Group
  • Founding Member of the Bridge West Network – An association of CPAs and Attorneys serving the Marijuana Industry
  • National Cannabis Industry Association
  • Lobbyist to Congresson cannabis issues 2013,  2015, 2017,2018 and 2019

Education

  • Masters of Science in the Taxation Program, University of Colorado, Boulder, 1989
  • Certified Public Accountant – State of Colorado, 1983
  • Bachelor of Business Administration, University of Massachusetts, 1979