Teams at Jones & Roth CPAs and Business Advisors

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.

Prepare and review individual, partnership, and corporate tax returns; assist with tax planning and projections; collaborate on advisory engagements; build client relationships and mentor junior staff.