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Jonathan P. Koenig, CPA
Partner

Education, Certifications & Affiliations

Louisiana State University, Bachelor of Science in Accounting, 1993
Certified Public Accountant, Licensed in Louisiana
Continuing Professional Education of 40 to 60 hours per year
Member-American Institute of Certified Public Accountants
Member-Society of Louisiana Certified Public Accountants
Treasurer and Officer, Atonement Lutheran Church and School, 1999-2002

Significant Career Experience

Nearly 20 years of public accounting and consulting experience in the Audit and Accounting department of Wegmann Dazet & Company. Currently serves as Director of the firm's Small Business Department.

Professional experience has been concentrated in the areas of:

  • Tax planning for corporations, partnerships and individuals
  • Accounting services and support to a wide variety of privately held businesses
  • QuickBooks Pro Advisor
  • Accounting software assistance and training
  • Business Interruption loss calculations
  • Payroll, ad velorem and sales tax compliance
  • Loan package preparation and presentation assistance
  • Worker's comp audit assistance
  • Business merger, sales and acquisition support
  • Internal controls analysis
  • Operating budget and projections preparation assistance
  • Financial analysis and consulting services for critical business decisions