Professional Experience
Jonathan joined the firm in 1994. Throughout his career he has served clients in many industries, with his primary focus being construction, real estate and financial services. In order to truly understand the issues that affect these industries, he has always been an active participant with various trade associations that support them.
Another area of focus for Jonathan is due diligence related to mergers and acquisitions. He understands what clients want from these types of engagements and is very flexible in delivering feedback that is tailored to the clients’ needs and budget.
Jonathan has also taught accounting classes for the Employers Association of Charlotte and the Construction Financial Management Association.
Industry Focus
Real Estate, Construction, Financial Services, Manufacturing, Distribution, Professional Services, Technology Firms
Areas of Expertise
Audit and Assurance, IT Risk Services, Mergers and Acquisitions, Service Organization Control (SOC) Reporting
Education
Bachelor of Science in Accounting, Virginia Tech
Certification
Certified Public Accountant North Carolina, Certificate #24080
Professional Affiliations
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants – founding member of the Young CPA Cabinet
Urban Land Institute
Carolinas Associated General Contractors – former Board of Directors
Community Activities
Charlotte Chamber of Commerce – Board of Advisors
McColl Center for Visual Art – Former Board of Directors member
The Arts and Science Council – Member of the 2015 Campaign Cabinet, Cultural Leadership Training Program Graduate
Publications and Presentations
Revenue Recognition: What Contractors Need to Know
Lease-Accounting Method Poised for Costly Revisions
Exit Planning for Contractors
Basic Construction Accounting Course, Construction Financial Management Association
Accounting and Finance for Non-Financial Managers Course, Employers Association
Honors
“Forty Under 40” Award, 2010