Jonathan P. Koenig, CPA

Partner

Jonathan Koenig; a licensed CPA in Louisiana, serves as a partner at Wegmann Dazet & Company.  For over 20 years, Jonathan has helped numerous local business owners overcome obstacles and achieve success.  As leader of the firm’s Emerging Business Department, he is accustomed to the common issues and challenges owners of growing businesses face on a daily basis.

Whether troubleshooting QuickBooks, providing tax planning strategies, assisting with operational procedure improvements or providing accounting support and financial analysis, Jonathan and his team satisfies client needs by understanding a client’s business, always communicating timely, and thinking individually and proactively about each client company and its growth strategy.

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, New Orleans Wrestling Club 2015 to Present
  • Treasurer and Officer, Atonement Lutheran Church and School, 1999-2002

Significant Career Experience

Over 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 Emerging 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 Succession Planning
  • Business Interruption loss calculations
  • Payroll, ad valorem and sales tax compliance
  • Loan package preparation and presentation assistance
  • Representation of individuals and businesses before the IRS, state and local tax authorities
  • Business merger, sales, acquisition support
  • Business entity selection
  • Internal controls analysis
  • Operating budget and projections preparation assistance
  • Business retirement plan selection
  • Financial analysis and consulting services for critical business decisions