John D. Heberger, CPA, CVA

John D. “JD” Heberger, CPA, CVA

John David “JD” Heberger is a shareholder in the Firm and has worked as a full time accountant since 2008. JD has worked in the Firm, “off and on,” since he was in grammar school. His first assignment was shredding old files which he thought was fun. He moved on to higher callings in the Firm serving variously as a document filer, receptionist, office manager’s assistant; then, onto doing client entry into Quickbooks, Controllership services for clients. Financial statement audits and completing tax returns.

While obtaining his education, he was employed variously as a pizza maker, waiter, bartender, assistant restaurant manager and automobile salesman. These real life work experiences taught him how to deal and communicate effectively with the public and to multi-task. He has incorporated these skills into the Firm’s accounting and consulting practice and its community service activities.

In August 2010, JD received a BS degree in Accounting from California State University Fresno; where he was a member of Beta Alpha Psi, an honorary accounting society and the student Financial Management Association. He worked full-time while attending the University.

He completed the requirements, and examination, to become a Certified Valuation Analyst (“CVA”) in September 2013. He has successfully passed the CPA examination and was designated a Certified Public Accountant in November 2013. As JD gained experience, education and credentials, he has taken on increasing responsibilities within the Firm for client service, tax planning and compliance, business valuations and litigation support. He became a shareholder of the Firm in 2012.

Recognizing that his Firm functions within the greater Fresno community, JD contributes his time and various professional services on a pro bono basis. He currently serves as either an officer or Director of Temple Beth Israel, The Jewish Day School of Fresno, the Fresno Fire Chief’s Foundation, Central Valley Collaborative Law Associates and the Fresno Young Emerging Professionals Organization.

JD is a member of the American Institute of Certified Public Accountants (“AICPA”): AICPA Division of Firms; AICPA Forensic and Valuation Section; AICPA Personal Financial Specialist Section; the California Society of Certified Public Accountants (“CSCPA”) and the National Association of Valuators and Analysts (NACVA); Central Valley Collaborative Law Associates (“CVCLA”) and the International Academy of Collaborative Professionals (“IACP”).

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