Jean is a Partner and focuses on serving the tax, accounting, and assurance needs of nonprofits, educational institutions, professional service firms, and technology companies. She also works with high net worth individuals assisting with the complex task of estate planning and trust administration, ensuring every opportunity to retain, grow, and transfer family wealth is leveraged in the process. Her vast knowledge of taxes and financial reporting have made her an invaluable asset in various stages of the business cycle.
Jean enjoys working with local municipalities and school districts. She provides comprehensive bookkeeping services that not only ensure financial reporting best practices are followed but helps to prepare for the annual audit. While Jean loves to dive into the numbers, identify trends and areas of opportunity, she can make the accounting process seem simple and easy to follow, which her clients appreciate the most. She understands they are just as interested in having accurate financial records as they are in understanding what it all means – for their agency, students, and schools.
Jean earned a Bachelor of Science in Business Administration and Accounting from Thomas Edison State College. She holds multiple licenses and certifications including Licensed Public-School Accountant (PSA), Accredited Estate Planner® (AEP®), and Certified Specialist in Estate Planning® (CSEP®), (Certified Information Technology Professional (CITP) and Certified QuickBooks Pro Advisor. She is actively involved with the Mercer County Estate Planning Council, Bucks County Estate Planning Council and is a member of the National Associate of Estate Planners and Councils.
- Co-Author, "The Financial Impact of a Data Breach" PIA Magazine – November 2017