Jonathon M. Stapp, CPA MBA

Project Manager

Jonathon (Jon) M. Stapp is a Project Manager with Lyndon Group assisting clients with projects in accounting, financial reporting, IT system implementations, Sarbanes-Oxley, audit preparation and internal controls as well as acquisition integrations. Mr. Stapp has a comprehensive 19 year background in Fortune 500, as well as middle market and emerging growth, business environments within various industries including automotive, manufacturing, real estate, consumer products, healthcare, internet gaming, software development, professional services and information technology. Mr. Stapp also has significant project management experience in functional areas such as payroll, timekeeping, customs, warranty, marketing, security, safety and health, accounts payable, accounts receivable, purchasing & inventory.

Education & Professional Certifications

California State Board of Accountancy: CPA
University of California, Irvine: MBA, Accounting and Finance
University of Southern California: Certificate in Intensive Accounting Principles and Practices
University of California, Santa Cruz: BA, Economics

Experience

Some of the engagements Mr. Stapp successfully performed for Lyndon Group clients are:

• Managed a complex payroll system implementation for a $150 million service company with over 1,000 employees.
• Planned and performed system testing and overall project management for two system implementations, payroll and time & attendance, for a multi-state health plan organization with over 1,000 employees.
• Performed annual reconciliation and preparation of GAAP based financial statements and managed the financial statement audit with an international CPA firm for a development stage fabless semiconductor company.
• Assisted a $35 million aerospace manufacturer with a financial institution audit.
• Investigated and created due diligence report for a start-up online company that was out of compliance with its reporting to the majority shareholder. 
• Assisted a $35 million aerospace manufacturer with a financial institution audit.
• Recreated two years of financial statements from source documentation for a $40 million consumer products company including full reconciliation of balance sheet accounts.
• Responsible for initial Sarbanes-Oxley implementation, including creating the entire basis for all reporting and work-papers, for a $7 billion division of a Fortune 5 company. Mr. Stapp also performed the quality review for all his clients' Sarbanes-Oxley work, which included reviewing the documentation, testing and remediation work of the clients' own internal control staff.
• Managed an internal control project for all U.S. operations of a $150 million international manufacturer of custom-designed IT power supplies. Mr. Stapp worked closely with internal management and the company's outside auditors to set up a work schedule, milestones, reporting process, scope, work-paper technique and corrective action resolution process.

Before joining Lyndon Group, Mr. Stapp served as a Controller and consultant for several emerging growth and middle market companies in Southern California, and has worked for multiple start-up software and technology firms. Some of the functions he performed at these clients were:

• Assessing, reconciling and reporting financial results, managing audits as well as creating forecasts and budgets.
• Documenting controls and procedures to streamline accounting process and speed up month end close.
• Working with outside CPA firms to complete year-end financial audit and income tax returns.
• Assisting with outstanding tax matters with Internal Revenue Service and Franchise Tax Board.
• Managing accounting and fixed asset software implementation.
• Providing Board of Directors and venture capital firms with cash flow analysis for monthly and quarterly forecasts.
• Raising B and C round of financing and spun off one division into a stand-alone entity.
• Performing pre-acquisition due diligence.

Previously, Mr. Stapp was with Ingram Micro (NYSE:IM), a technology distribution company, where he reconciled three years worth of balance sheet accounts to identify $500,000 in unrecognized profits. Prior, Mr. Stapp served as senior tax analyst at Roll International Company, a billion-dollar privately-held organization, where he was responsible for the preparation and review of corporate, individual, s-corporations, partnerships and LLC tax returns. At the start of his career, Mr. Stapp joined the business services practice of Frazer and Torbet in the City of Industry, California, where he managed more than 30 clients to provide all aspects of financial support.

Professional Organizations & Community Involvement

Mr. Stapp's favorite charity is the American Red Cross, to which he donates blood on a regular basis. He also enjoys going to the beach with his family and staying abreast of the latest electronic technology. Mr. Stapp resides in Irvine, California.