Jean Close CPA - Partner

Background & Expertise

                  

Jean is a partner in the Firm’s Healthcare/Tax Exempt Division.  Jean provides a comprehensive array of professional services to our tax-exempt clients including financial audit, consulting, benchmarking, and assistance with financing. She is well versed in internal control structure in the college environment.

Jean has worked with numerous colleges across the region including the University of Rochester, Rochester Institute of Technology and Princeton University. She is currently the engagement partner on St. John Fisher College, Roberts Wesleyan College, Cazenovia College and Niagara University engagements.

Jean received her B.A. degree, Magna Cum Laude, from the University of Rochester. She holds an M.B.A. from the William E. Simon School of Business.

Jean is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the National Association of Colleges and University Business Officers and she is a fellow of the Healthcare Financial Management Association. Her volunteer work includes board member and finance committee member of Highland Hospital; the treasurer for Writers and Books; and former chairperson of CURE Childhood Cancer Association, from which she received a CURE volunteer of the year award. Jean is certified in New York, New Jersey and Pennsylvania.