Jonathan Beekman, CPA, MBA
Partner
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Jonathan graduated from Saint Joseph’s College with a Bachelor’s and Master’s Degree in Accounting. Jonathan joined Sheehan & Company in August 2014 where he is dedicated to assisting clients with their financial needs.
Jonathan specializes in individual taxation and planning, both internationally and domestically. He also focuses on trust and estate planning, ensuring that his clients meet their compliance requirements in these areas while maximizing their financial future.
Prior to starting at Sheehan and Co., Jonathan worked in the Medicaid Fraud Control Unit for the New York State Attorney General’s Office.
Jonathan is also a member of the New York State Society of Certified Public Accountants (NYSSCPA), American Institute of Certified Public Accountants (AICPA), and the Delta Mu Delta International Honor Society in Business.
Education
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Dowling College - Bachelor of Business Administration, Accounting
Dowling College – Master of Business Administration, Corporate Finance
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Community Involvement
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New York State Society of CPA’s (NYSSCPA) Suffolk Chapter (2021-2022) - President
New York State Society of CPA’s Statewide Board of Directors - Director as Chapter Representative
Post University in Waterbury, CT - Accounting Advisory Board Member
American Institute of Certified Public Accountants (AICPA) - Member
We truly value the personal relationships we develop with all our clients, and we strive to exceed all client expectations. We take pride in being trusted advisors and helping all clients meet their financial and business goals. By being proactive, maintaining high levels of quality and integrity, assisting with proper planning, and providing timely service we can allow our clients to spend their time focusing on growing or transforming their businesses, which is what they do best. The depth of resources that our firm offers along with the depth of industry experience provides clients with all of the tools needed to handle all complex financial matters, make informed decisions, and properly plan for the future. Our focus is the measurable and continuous success of our clients.
Expertise
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Accounting
Financial Statement Reporting
Tax Return Preparation
Tax Planning and Projections
Estate and Financial Planning
Mergers and Acquisitions
Litigation Support
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Industries
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Hospitality
Manufacturing
Medical and Health
Not-For-Profit
Professional Services
Real Estate
Franchises
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