Jon P. Klerowski
Partner, PKF O'Connor Davies Advisory LLC
“My approach to assisting companies and counsel is twofold: responsive and resourceful. I’ll always listen to understand the issue or question, and then act quickly to provide a thoughtful and thorough approach to resolving the problem at hand.”
Jon P. Klerowski has over 20 years of experience in financial reporting, forensic accounting, valuation and complex business litigation. In the Firm’s Business Advisory Group, Jon advises client executive management, Boards of Directors and their counsel on accounting, financial reporting and modeling, business valuation and forensic accounting matters.
He serves clients across a variety of industries including asset management, financial services, software, health care, biotechnology, pharmaceutical, insurance, manufacturing, retail and telecommunications. Jon assists legal counsel on various cases such as SEC and DOJ investigations of public registrants, SEC reporting matters, complex accounting, white-collar defense matters, corporate governance investigations, and various business dispute matters, including damages analyses, lost profits and purchase price disputes.
Jon also has significant experience preparing business valuations, both routinely for clients’ strategic and tax planning purposes, as well as for litigation or dispute resolution matters. Jon has provided expert witness testimony, appeared before the SEC to present investigative findings and assisted companies on multi-year financial statement restatements, international Foreign Corrupt Practices Act (FCPA) matters, Real Estate Settlement Procedures Act (RESPA) fair value matters and matters involving the False Claims Act.
Jon authors and contributes to the Firm’s Thought Leadership series, including RESPA compliance. He also has been published on the American Land Title Association (ALTA) website and in the Financial Fraud Law Report. Most recently, Jon co-authored an article that was published by NonProfitPRO.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- Association of Certified Fraud Examiners (ACFE)
- Vice President, Maine Chapter of the ACFE
Accreditations
- Certified Public Accountant (California)
- Accredited in Business Valuation (ABV)
- Certified Fraud Examiner (CFE)
Education
- Suffolk University, Master of Business Administration degree
- Bentley University, Bachelor of Science degree in Finance