Jonathan A. Patterson, CPA, CVA
MANAGER – Tax & Small Business
Jon serves the needs of for profit and nonprofit entities through the preparation of tax returns and financial statements. He also has experience in performing multiple domestic functions for forprofit companies. Jon serves on the firm’s engagements relating to law firm IOLTA pre-certifications, and has experience with legal accounting software including Tabs3 and Elite. Due to Jon’s varied qualifications, he provides business litigation support and serves as an expert witness.
As a member of the firm’s QuickBooks ProAdvisor team, Jon co-leads the firms bookkeeping service line.
Within the firm, Jon assists with the firm’s recruiting efforts by attending events at the University of Delaware and dedicating time to our internal new hire interview and orientation process. Jon has also written articles for various local trade publications, most recently on the topic of business valuations in Delaware Banker.
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
National Association of Certified Valuations and Analysts
University of Delaware – Bachelor of Science Degree in Accounting
Certified Valuation Analyst (CVA)
QuickBooks Certified ProAdvisor
QuickBooks Point of Sale Certified ProAdvisor
QuickBooks Enterprise Solutions Certified ProAdvisor
Served on the board of a local affiliate of a national nonprofit organization as the treasurer and controller. Jon assisted the organization in their grant administration and fundraising efforts.
302.573.4126 or firstname.lastname@example.org