About Jon Petit

Jon Petit joined CSI Accounting & Payroll in February 2025 as an Accounting & Tax Manager. Throughout his career, he has worked with business owners on tax compliance, tax planning, accounting management, and financial decision-making, bringing more than two decades of accounting and tax experience to the CSI team.

Jon earned a Bachelor's degree in Accounting from Minnesota School of Business in 2014. He also holds the Enrolled Agent (EA) credential and is a Xero Advisor Certified professional. His experience combines technical tax knowledge with practical accounting expertise, helping business owners better understand the financial and tax implications of their decisions.

One example that stands out in Jon's career involved a former client who contacted him years later for advice during the sale of a business. The client specifically thanked Jon for earlier guidance about increasing business value by making the company less dependent on the owner. That advice ultimately helped position the business for a successful transition.

In addition to his client work, Jon has contributed to professional education through presentations at PASBA conferences and regularly participates in industry training focused on accounting, tax, and firm best practices.

Jon has lived in Minnesota his entire life. Outside of work, he enjoys spending time with family and friends, understanding complex systems, repairing bicycles and small engines, maintaining residential mechanical systems, and participating in collaborative storytelling games with friends.

Areas of Expertise

• Tax strategy.
• Tax compliance.
• Accounting management.
• Small business accounting.
• Business advisory services.
• Tax planning.
• Financial reporting.
• Xero accounting software.
• Business systems and processes.
• Financial decision-making.

Education & Credentials

Education

• Bachelor's Degree in Accounting, Minnesota School of Business (2014).

Certifications

• Enrolled Agent (EA).
• Xero Advisor Certified.

Professional Development

• Regular attendee of PASBA training conferences and educational programs.
  

Leadership & Industry Contributions

Jon has shared his experience with fellow accounting professionals through presentations at PASBA conferences and ongoing participation in professional training events. Throughout his career, he has focused on helping business owners better understand the relationship between tax strategy, accounting systems, and long-term business value.

His experience spans both technical tax matters and broader business discussions, allowing him to provide practical insights grounded in more than two decades of accounting and tax work.

Content Topics Covered

Jon has contributed video and article insights on:

• Tax strategy.
• Tax compliance.
• Tax planning.
• Small business accounting.
• Accounting management.
• Financial reporting.
• Business value improvement.
• Xero accounting software.
• Business systems.
• Financial decision-making.
  

About CSI Accounting & Payroll

CSI Accounting & Payroll provides accounting, bookkeeping, payroll, tax, and advisory services to small and midsized businesses across the United States. CSI helps business owners improve financial visibility, streamline operations, and make informed business decisions through proactive accounting and payroll support.