JEANNE M. BARRETT CPA

Jeanne has more than 25 years of public accounting experience. Her background includes serving a variety of clients both public and private in the manufacturing and distribution, construction, investment and professional services industries.

Jeanne joined the firm in November 1997 and became a shareholder in 2013. She has overall responsibility of selected audits as well as the delivery of the firm’s accounting, assurance, tax and business advisory services to her corporate client base. Such responsibilities require significant planning, technical and administrative skills and extensive knowledge of financial reporting requirements and operating concerns of entities served.

She is the shareholder in charge and the chair of the firm’s Employee Benefit Plan Audit Practice and the Chair of the firm’s Employee Benefits Industry Group. This committee is responsible for developing specialized knowledge for ERISA engagements.

Professional and Community Involvement

Chairperson—Schneider Downs ERISA Services Industry Group

Chairperson—Schneider Downs Manufacturing Industry Group

Board of Directors—Schneider Downs & Co., Inc.

Member—Assurance Technical Advisory Committee

Member—Schneider Downs SEC Practice Group

Member—American and Pennsylvania Institute of Certified Public Accountants

Member—Board of Directors, YWCA of Greater Pittsburgh

Member—Western PA Corporate Women Collaborative

Graduate—Leadership Pittsburgh XXXII

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Do you have a hobby or personal passion?
I love interior decorating and design.

What was the best advice you’ve ever received?
My father told me that life is not about what happens to us but rather our reaction to the situation.

What was your childhood dream?
To be a famous interior designer.

What is the best or most interesting thing about your career?
It constantly changes, always learning something new and continually developing.

What was your first job?
I worked at a bakery, TJ Cinnamons

Do you have a “motto?”
Mind over matter.

When you have an hour of free time, what do you like to do?
Free time…. What is that? – spending time with my family anytime, anyplace!

Do you have advice for young professionals?
Take every opportunity afforded to you and make the most of it.

Our Thoughts On

FEATURED

Big Problem: New Accounting Methods For Significant Refunds.


Big Thinking: Seven Figure Tax Savings.

A part of Schneider Downs since 1988, JAY MEGLICH provides auditing and consulting services to a variety of businesses and tax-exempt organizations.
While speaking with a client, the conversation turned to tax reporting for retainages held under contract. Jay suggested the client have a follow up meeting with the tax team to look into this issue in more detail and review the overall method of reporting that was being used for income tax reporting purposes. After changing their accounting methods, we filed amended returns for open tax years and were able to get the client a significant refund on prior year’s returns. Plus, this new favorable reporting method was implemented going forward. “It’s always satisfying to help clients find new and unexpected savings,” Meglich said. “This client was then able to leverage the cash flow into financing that assisted them in expanding their operations and eventually to the purchase of a larger facility to continue their growth.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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