Jon works diligently to assist his nonprofit clients in accounting and auditing matters. As a partner in the Audit practice, Jon is well versed in small and large‐scale audits and has significant experience with internal control projects. His niche is in employee benefit plans — in particular, 401k audits. His hands‐on approach to service delivery makes him a trusted advisor to his clients.
Jon is a member of multiple professional organizations, including the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
CPA — California State Board of Accountancy
B.A., Business Economics, with an Emphasis in Accounting — University of California, Santa Barbara