Partner, Director of Professional Services
Jon’s experience includes providing audit services to large, multi-national companies and smaller SEC registrants in a variety of industries, including utilities and telecommunications. Serving as CRI’s director of professional services in the corporate office in Enterprise, Alabama, he is responsible for the firm’s quality control (and the associated professional education) initiatives. Jon and his team ensure that all 100,000+ of the firm’s clients are served efficiently and timely.
Additionally, Jon serves as the director of SEC services, which includes working with all of CRI’s SEC registrant clients in a quality control capacity. He has experience with initial public offerings (IPOs), secondary public offerings, SOX implementation, periodic filings reviews, and regulatory accounting issues. Jon’s experience includes serving as a partner on dozens of employee benefit plan audit engagements, including defined benefit and contribution plans. Clients enjoy his ability to take complex topics and translate them into simple and easy-to-understand strategies.
Years of Experience
- Troy University, Bachelor’s
- Troy University, Master’s
Professional & Civic Leadership
- Former Board of Directors – Wiregrass United Way, Coffee County United Way, Enterprise YMCA
- Former Finance Committee – Enterprise First United Methodist Church
- AICPA Auditing Standards Board
- Alabama Society of CPAs (ASCPA) – Board Member and Chair
- AICPA Council Member
Certified Public Accountant (CPA)
I am a dance dad, a former college football player, and currently a CrossFit athlete and participated in my first competition in 2020 - just before the pandemic.
INSIGHTS FROM Jon Heath
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Getting the Most Out of Your Remote Audit
Does Your Organization Need an Internal Audit?
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Automated Bank Reconciliation: An Instant Analysis for Your Business
5 Reasons Business Owners Prefer Outsourced Accounting