Jon Yerian, CPA

Evaluator
DISC Type : csd

Partner at John Gerlach & Company LLP

Columbus, Ohio, United States

Overview

Jon Yerian is a Partner and CPA at John Gerlach & Company LLC with over 25 years of experience specializing in tax preparation, cash flow planning, and accounting for closely-held businesses. A graduate of Ohio University with a BBA in Accounting and Business Pre-Law, he is described by others as wonderfully organized and exceptionally skilled.

Jon provides his expertise to several non-profit organizations, handling tax preparation and charitable registration filings for various foundations in the Columbus, Ohio area. His professional interests include staying current with IRS updates and financial news.

He has a specialized focus on cleaning up client books, particularly at year-end, to ensure accuracy for tax return preparation.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Tax Preparation
With over two decades of experience, his primary specialization is in tax preparation and compliance for both businesses and individuals.
Non-profit Accounting
He handles tax preparation and charitable registration filings for several non-profit and charitable organizations in the Columbus area.
Cash Flow Planning
A core area of his concentration is providing cash flow analysis and planning services for his clients to ensure financial health.

Media Appearances

Jon has no verified media appearances

Work History

7-1997
Partner at John Gerlach & Company LLP
7-1997
Partner at John Gerlach & Company LLP

Education

1993 - 1997
BBA from Ohio University
Education details unavailable from Athens High School

More Information

Social Presence :

Prographics :

Exp : 28 Location : Columbus, Ohio, United States Job Level : N/A Designation : Partner at John Gerlach & Company LLP
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jon

Personality Compatibility


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