As an in-charge accountant, Jean reviews and analyzes monthly and year-end financial statements, as well as prepares business and individual tax returns. She provides independent pharmacy owners with prompt, up-to-date financial information to help them make informed decisions regarding their business. She enjoys building close client relationships and learning about the pharmacy industry and its ever-changing business environment.
Jean worked for various CPA firms in Pennsylvania for over 30 years before joining Sykes & Company, P.A. in 2014. Most recently, she worked at a CPA firm that specializes in McDonald’s franchisees across the country. Her clients also included manufacturers, machine shops and construction-related companies. Jean analyzed over $20 million in investments each month, making sure the activity was properly recorded and handled. She uses her multifaceted, multistate experience when handling various state business tax returns and client types.
Jean understands the value of a well-informed, well-run team. She has experience training in-house bookkeepers and accountants, giving them a better sense of how to prepare and analyze financial statements. Jean also supports the efficiency and consistency of Sykes & Company, P.A. and has developed Microsoft Excel work papers for monthly and year-end work. Jean received her B.S. in Accounting from Penn State University.
Outside of the office, Jean can often be found playing tennis, or windsurfing. Windsurfing helped her realize the beauty of the North Carolina beaches and Sounds. She moved to Eastern North Carolina for the new landscape, and was happy to find the people to be very sincere, warm and polite.