Overview
Jonathan is a principal within CLA’s Wisconsin State and Local Government Group, bringing over 15 years of dedicated experience in serving a diverse array of governmental clients, including school districts, counties, cities, villages, towns, and special agencies. His expertise encompasses a broad spectrum of services, from traditional engagements such as annual external audits, budget assistance, and outsourcing, to specialized one-time projects like departmental forensic investigations and operational efficiency studies.
In addition to his client service responsibilities, Jonathan plays a pivotal role in CLA’s learning and development team. He is actively involved in designing and delivering in-house training programs, providing technical training on new audit and accounting standards, and addressing new standards impacting audits of federal grant programs under OMB Uniform Guidance. Furthermore, Jonathan has substantial experience in assisting clients with obtaining and maintaining certification for financial reporting programs, ensuring their compliance and excellence in financial management.
Education
- Bachelor of Science, accounting and finance, University of Wisconsin - Eau Claire, Eau Claire, WI
- Certified Public Accountant state of Wisconsin
In the community
- American Institue of Certified Public Accountants
- Wiscconsin Institue of Certified Public Accountants
- Wisconsin Association of School Business Officials