Jean Close, CPA

Title
Partner

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Personal Quote

“With 41 partners and principals, I am continually impressed by the local brain trust and the diversity of talent that we have within the Firm. The enthusiasm and the entrepreneurship are clearly differentiating features. Add to this the commitment to our clients and the dedication to seeing them succeed and we have a winning combination.”

Background & Experience

Jean has been with The Bonadio Group since 2003, and is now a Partner in the Firm’s Healthcare and Tax-Exempt Division. She works with a variety of tax-exempt organizations ranging from healthcare organizations to colleges and universities. Jean also has significant experience working with public companies, large privately held for-profit companies, and she is one of the Firm’s Employee Benefit Plan specialists. Jean provides an array of accounting services including financial auditing, strategic planning, due diligence, and assistance with financings.

From the perspective of CEO, CFOs and Board Members, Jean’s dedication to professionalism and quality of service have made her one of the most sought after CPAs in the market. She brings the firm's “& More” mission to her clients by going that extra step — be it an insightful Management Letter, helping them accommodate new technical standards, legislation or regulation, or leveraging her strong network of professional relationships she has within the community.

Prior to joining The Bonadio Group, Jean spent over 20 Years with PriceWaterhouseCoopers in their Assurance and Business Advisory Services Department.

Education

• B.A. - University of Rochester
• M.B.A. - William E. Simon School of Business

Licensed

• New York
• Pennsylvania
• New Jersey

Industry & Service Expertise

• Tax-exempt; including healthcare and colleges and universities
• Commercial
• Financial audits, benefit plan audits, strategic planning, due diligence and assistance with financing

Professional and Community Service Involvement

• National Association of College and University Business Officers
• Healthcare Financial Management Association
• Highland Hospital
• Finance Committee
• Board of Directors
• CURE Childhood Cancer Association, former Chairperson
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants
• Writers and Books
• Treasurer

Firm Teams & Committees

• Healthcare & Tax Exempt Team
• Employee Benefit Plan Services Group

Credits and Achievements

• Former volunteer of the Year, CURE Childhood Cancer Association

On the Personal Side

Jean is very involved with her two children, Ashley and Robert. Her office is filled with their pictures, along with photos of the Thousand Islands where she likes to escape for a little relaxation.

She enjoys boating, theatre, dance, reading fiction (especially a good mystery) and gardening.