Jon Herdlein CPA - Principal

Background & Expertise

                  

Jon is a Principal in the Commercial Division. He holds a Bachelor of Science degree in Accounting from the State University of New York College at Fredonia, and a Master of Science degree in Accounting from the State University of New York at Binghamton. 

Jon has extensive experience supervising and managing some of the firm’s largest audit engagements, and has specialized expertise performing audits of consolidated financial statements for clients with international operations.

His client base includes manufacturing and distribution companies, real estate businesses, and employee benefit plans, as well as Bankruptcy Chapter 7 and Chapter 13 trustee audits.  His specific audit management role includes:  management of audits, reviewing workpapers prepared by staff, reviewing financial statements prepared by staff, meeting with management to review draft financial statements and discuss items noted during the audit, and future operations of their business.

As a Bankruptcy Chapter 7 and Chapter 13 trustee audit team leader, his responsibilities include supervising the audit procedures for Chapter 7, and Chapter 13 trustee bankruptcy administration.  Jon leads the entrance and exit conferences, and is responsible for the preparation and review of the audit report.

In addition, he reviews individual and business tax returns for corporate clients of the firm. 

Jon joined the Firm in September 1995. He is a member of the American Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants.