Teams at Jones & Roth CPAs and Business Advisors

Leads human resources, compliance, benefits, learning and development, performance management, recruiting support, HR technology, employee engagement, and culture initiatives. Partners with firm leadership to develop employees, coach managers, strengthen workplace culture, manage performance processes, coordinate benefits and onboarding, and track HR and learning metrics.

Manage full-cycle accounting for small-to-mid-size clients including payroll and month-end close; deliver financial reporting and insights; build KPIs and dashboards (Syft); support QuickBooks Online and integrated cloud apps; improve processes, workflows, and internal controls; assist with budgeting, cash flow, and forecasting; and supervise staff and interns.

Manage and supervise audit engagements, build client relationships, identify value-add opportunities, and oversee staff. Perform EBP and other assurance work, with emphasis on nonprofit audits.