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Jean Patterson, CPA, CFE, MBA

Jean Patterson, CPA, CFE, MBA

Accounting manager

Followers of Jean Patterson, CPA, CFE, MBA734 followers
location of Jean Patterson, CPA, CFE, MBAIndianapolis, Indiana, United States

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  • Timeline

  • About me

    Recently retired, but open to certain projects

  • Education

    • Indiana University

      -
      MBA federal tax

    • CCHS

      -

    • University of Dayton

      -
      BS Accounting

  • Experience

    • HUFFORD & ASSOCIATES

      May 1999 - Oct 2008
      Accounting manager

      I led a team of CPA's and support staff specializing in financial reporting and tax compliance for dentists. I was able to stabilize the department after a long period of high turnover. We met our revenue projections after collaborative restructure of the department.

    • Comprehensive Suntax

      Sept 2009 - May 2010
      Tax/Forensics

      Tax compliance

    • Jean R. Patterson, CPA

      May 2010 - Dec 2013
      Consultant

      Performed consulting, tax and accounting services. One of my focuses was small business fraud risk awareness - particularly with dental practices. In addition to risk awareness, I do fraud examination and litigation support.

    • Jack Sandlin & Associates

      Oct 2010 - Jul 2012
      Consultant

      Fraud ExaminationsLitigation SupportBusiness Fraud Risk Assessment

    • CBG & Company, Inc

      Aug 2011 - Jun 2014
      Accounting/Tax director

      Tax compliance, tax projection analyses and research regarding proposed client transactions

    • J PATTERSON CONSULTING, LLC

      Jul 2014 - now
      Owner

      Forensic accounting and litigation support

    • Alerding CPA Group

      Sept 2015 - May 2017
      Manager, Entrepreneurial Services

      Jean and her team works with business owners regarding accounting system design, tax planning, tax compliance, and ongoing consulting. As a Certified Fraud Examiner, she helps clients understand the risk they face of becoming a victim of employee fraud. She also provides litigation support services.

    • RenPSG

      Jul 2017 - May 2018
      Director of Tax Accounting/ Client Services

  • Licenses & Certifications

    • Certified Public Accountant

      State of Indiana

    • Certified Fraud Examiner

      Association of Certified Fraud Examiners (ACFE)