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Our Team: Joanne Flanagan

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Joanne provides accounts payable and administrative support to several client teams. Her responsibilities include downloading bank and credit card activity, preparing statements for reconciliation, tracking charitable contributions, and electronic records management. Organized, conscientious, and reliable, Joanne is a valued member of our team.

Prior to joining JDJ, Joanne managed the full cycle of books and records for assigned clients at a multi-family office. She managed the bill pay process to ensure timely and accurate payment of invoices. In addition, Joanne prepared bank reconciliations and assisted with the preparation of financial reports. Joanne also participated in budgeting and cash flow planning for clients.

Previously, Joanne provided tax season support on a volunteer basis to a non-profit organization, preparing tax returns for the elderly. Joanne has provided bookkeeping services for small businesses.

Joanne also held a variety of tax support and administrative roles at Ernst & Young, including tax paraprofessional, preparing tax returns and bookkeeping for small business clients. She also held the position of tax administrator, overseeing tax preparation and time sheet software for the Boston office.

Joanne earned an Accounting Certificate from Northeastern University.

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