Jean Close, CPA

Personal Quote

“With over 50 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 Bonadio since 2003, and is now a partner in the Firm’s Healthcare/Tax-Exempt Team West. She works with a variety of tax-exempt organizations ranging from colleges and universities to healthcare organizations. 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 financing.

From the perspective of CEOs, 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 Bonadio, 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

Licensing & Certifications

• CPA
  • New York
  • Pennsylvania
  • New Jersey

Service Expertise

• Financial audits
• Benefit plan audits
• Strategic planning
• Due diligence
• 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, past Chairperson
• Writers and Books, Treasurer
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants

Credits and Achievements

• Volunteer of the Year, CURE Childhood Cancer Association

On the Personal Side

Jean lives in Chili, NY with her two children, Ashley and Robert. Some of the places you might find Jean in her free time are:

by the water…escaping to the Thousand Islands for some boating, reading (especially a good mystery) and a little relaxation

on the couch…with her favorite pet, a cat named Keith Richards, watching “Moonstruck” which reminds her of her Italian relatives

CRANE School of Music…listening to her daughter Ashley who is studying voice and sings in Italian Operas