We offer a unique value to clients, especially in the major metro markets surrounding Delaware. In Philadelphia, for example, we can provide a cost-efficient solution with the same level of quality that you’d get from a larger national or regional firm."

About Jonathan

With a deep understanding of the unique challenges and regulatory requirements faced by nonprofits, Jon specializes in delivering high-quality assurance and tax compliance services to tax-exempt entities, including public charities, foundations, educational institutions, and multi-family housing agencies. His approach prioritizes collaboration and clear communication, helping nonprofit leaders fulfill their missions with confidence in their financial stability and regulatory adherence. His dedication to serving the public good and advancing the missions of his clients has made him a trusted advisor in the nonprofit community.

As Executive Director of Strategy, Jon plays a pivotal role in shaping the firm’s long-term vision and strategic growth initiatives. He works closely with leadership to ensure that the firm remains at the forefront of industry trends and regulatory changes, guiding the development of innovative services and solutions tailored to meet clients’ evolving needs. Jon is deeply committed to fostering a collaborative and client-centric approach, driving strategies that optimize the firm’s resources, improve client satisfaction, and sustain growth in the dynamic landscape of public accounting.

Areas of Specialization

Audit & Assurance Audits, Reviews & Compilations Compliance Examinations Nonprofit Organizations Nonprofit Succession Planning

Professional Affiliations

• American Institute of Certified Public Accountants
  • Member, Past Delaware Council Representative (2015/2016)
• Delaware Society of Certified Public Accountants
  • Member, Board Member (2010-2016), Past Board Chair (2015-2016)
• Delaware Board of Accountancy
  • Member, Board Member (2018-Present), Past Board Chair (2020-2022)
• Delaware State Chamber of Commerce
  • Member, Board of Governors
• Delaware Alliance for Nonprofit Advancement

Community Involvement

• St. Anne’s Episcopal School in Middletown, Delaware
  • Past Board of Trustees Member and Treasurer
• University of Delaware, Department of Accounting and MIS
  • Advisory Board Member

Education & Honors

• University of Delaware – Bachelor of Science Degree in Accounting
• Delaware Business Times 40 Under 40 – Class of 2015

Speaking Events

• October 9 @ 5:30 pm – University of Delaware Small Accounting Firm Panel