Home / Professionals / Jon Plunkett, CPA

Jon Plunkett is a member of the firm’s Risk Management Services Group which provides consulting services to financial services organizations. These services, including loan review, internal audit, Sarbanes Oxley compliance and regulatory compliance, are designed to assist financial institutions in the development of sound policies, procedures and internal controls over routine processes.

Jon has over 15 years’ experience in performing financial statement audits for community-based banks and savings institutions, including extensive experience with internal control audits and bank policy and procedures. He is also very active with regard to operations and regulatory compliance. This experience allows him the ability to communicate changes and trends in both financial reporting and the regulatory environment, as well as help clients identify operational efficiencies, internal model improvement and evaluate their current internal control environment.

Jon’s experience includes both mutual savings institutions and closely-held companies, as well as organizations with SEC reporting requirements.

Certifications & Licensure

CPA – State of Ohio

Professional Affiliations

Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants Ohio Bankers League Financial Managers Society Tri State League of Financial Institutions

Community Activities

Education

BS, Accounting, Miami University

Industry & Service Specialization

Risk Management Services Group Financial Services Group Assurance Services Tax Services

Articles

From Jon

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2 Min Read

Jon Plunkett to Lead Clark Schaefer Hackett’s Risk Management Services Group

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3 Min Read

Tax Reform May Mean Deferred Tax Adjustments for Community Banks

Featured Articles

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Act Now to Make the Most of Bonus Depreciation and Cost Segregation Under the TCJA

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How to end the headaches of SLFRF reporting

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Clean Vehicle Credit Comes with Caveats

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IRS Offers Penalty Relief for 2019, 2020 Tax Years

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Benefits of Using a Lease Management Software Tool to Implement ASC 842

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2 Min Read

How Unrelated Business Income Tax (UBIT) Works for Not-for-Profits

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