Jon Patterson, CPA, CVA

Jon Patterson, CPA, CVA

Manager
Tax & Small Business

302.573.4126

Taking the time to develop your own skills and knowledge today will enable you to make informed and well-thought-out decisions in the future.”

About Jon

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.

Areas of Specialization

Advisory Services Litigation & Valuation Services Business Valuations Outsourced Bookkeeping & Accounting Law Firms

Professional Memberships & Recognition
  • American Institute of Certified Public Accountants
  • Delaware Society of Certified Public Accountants
  • National Association of Certified Valuators and Analysts
Boards & Committees
  • 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.
Education
  • 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

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!