We’re more than just auditors or tax professionals. We have the desire and knowledge to help guide clients, to advise them and to answer any of their questions. We can be an intricate part of their business and a trusted advisor.

About Jonathan

Jonathan Poppel manages audit and review services as well as client relationships. He serves clients in a variety of industries such as manufacturing, distributing, restaurants and franchisors. Jonathan works to understand what both clients and team members need and provides them with the tools, training and information to help them succeed.

“My goal is to help and engage those I work with – clients and team members alike. I enjoy providing training that can help individuals and businesses work or operate more efficiently and effectively. It’s so important to capitalize on those learning opportunities. I want to see both my clients and team members accomplish their goals.”

When he’s not working, you can find Jonathan attending concerts, NASCAR races and sporting events – especially baseball games. He hopes to one day visit every Major League Baseball stadium.

Education

Central Connecticut State University, International Master of Business Administration

Central Connecticut State University, Bachelor of Science in Accounting

Firm Roles

Audit + Accounting Committee

Restaurant Group

Affiliations

American Society of Certified Public Accountants

Arizona Society of Certified Public Accountants

Did you know?

What talent do you wish you possessed?

Play the guitar.

What is something that you can’t live without?

Pizza.

What is your favorite band?

Guns N’ Roses.

What is your favorite TV show?

The Walking Dead.

Blog Posts by Jonathan

First time audit expectations, preparation and planning
Audit + Accounting: Summing It All Up
November 2018
Is an agreed-upon procedures engagement right for you?
Audit + Accounting: Summing It All Up
November 2018
Common book-to-tax differences, understanding your business
Audit + Accounting: Summing It All Up
September 2018
New revenue recognition standard: big impact to franchisors
Audit + Accounting: Summing It All Up
August 2018
New revenue recognition standard, time to get ready
Audit + Accounting: Summing It All Up
April 2018
Selling your business? Here’s what to expect
Audit + Accounting: Summing It All Up
August 2017
Prevent expense reimbursement abuse
Audit + Accounting: Summing It All Up
March 2017
FASB revises definition of a business
Audit + Accounting: Summing It All Up
January 2017
Inventory Production – Accounting for Indirect Costs
Audit + Accounting: Summing It All Up
July 2016
Balance Sheet Classification of Deferred Taxes
Audit + Accounting: Summing It All Up
December 2015
Accounting for Debt Issuance Costs
Audit + Accounting: Summing It All Up
September 2015
Account Reconciliations
Audit + Accounting: Summing It All Up
June 2015
Changes to Requirements for Reporting Discontinued Operations
Audit + Accounting: Summing It All Up
July 2014
Developing a Chart of Accounts
Audit + Accounting: Summing It All Up
September 2013
Stock Compensation: Stock Options
Audit + Accounting: Summing It All Up
July 2012
What Small and Medium Businesses Should Know About Online Banking Fraud
Audit + Accounting: Summing It All Up
May 2012
Small Companies and Fraud
Audit + Accounting: Summing It All Up
November 2011
Big GAAP vs. Little GAAP – The Proposed Verdict is In!
Audit + Accounting: Summing It All Up
October 2011
Compilations, Reviews, and Audits – What’s the Difference?
Audit + Accounting: Summing It All Up
September 2011
Filing Status of Returns/Reports Submitted Through the EFAST2 System
Employee Benefit Plans: The 411
June 2011
Retirement Plan Considerations for Terminated Employees
Employee Benefit Plans: The 411
March 2011
Taxation of Corrective Distributions
Employee Benefit Plans: The 411
January 2011
Monitoring Your Investments
Employee Benefit Plans: The 411
August 2010
Importance of Plan Amendments
Employee Benefit Plans: The 411
February 2010
Reporting of Late Participant Contributions
Employee Benefit Plans: The 411
December 2009
Partial Plan Termination
Employee Benefit Plans: The 411
June 2009

Articles by Jonathan

Loyalty programs: new revenue recognition standard impact
Summer 2018
New revenue recognition standard impact: gift card accounting
Spring 2018
New revenue recognition standards: how to get your company ready
January 2018
Utilizing financial ratios to manage your restaurant
Winter 2017
Highlights from the National Restaurant Association's Tax and Finance Executive Study Group
Summer 2016
Developing a Restaurant Budget
Winter 2016
Getting the Most Out of Daily Deal Sites
Fall 2015
Tackling Fraud: Make a Game Plan to Protect Your Business
September 2014