Jonathan Patterson CPA - Delaware CPA Firm

 

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.

Professional Snapshot

American Institute of Certified Public Accountants

Delaware Society of Certified Public Accountants

National Association of Certified Valuators and Analysts

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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

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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.

 

Contact Jonathan:

302.573.4126 or jpatterson@belfint.com

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