Jones & Roth CPAs & Business Advisors Announces Partner & Shareholder Promotion

Jones & Roth CPAs & Business Advisors Announces Partner & Shareholder Promotion

FOR IMMEDIATE RELEASE Jones & Roth CPAs & Business Advisors Announces Partner & Shareholder Promotion Eugene, OR – December, 2017 Jones & Roth CPAs & Business Advisors are pleased to announce that Mark Reynolds, CPA has been promoted to Partner & Shareholder. Mr. Reynolds joined Jones & Roth in January 2003. He graduated from the University of Oregon with Bachelor of Science degrees in Accounting and Economics. Mark leads the Retirement Plan Services Team that works with small to medium size retirement plans, focusing on optimal plan design, to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium size group retirement plans. He is also a leader in the Jones & Roth Large Group Employee Retirement Plan Audit Practice, where he helps oversee audit engagements for those plans in need of an annual audit, as required by the Department of Labor. Jeremy Prickel, CPA commented “Mark has made an amazing contribution to the success of Jones & Roth. We are very excited to have Mark join the Shareholder group and we look forward to his continued collaboration and contribution.” Mark Reynolds is a member of The American Institute of CPAs, and Oregon Society of CPAs. Mark currently serves on the board of Eugene/Springfield Risk Management Association...
Jones & Roth CPAs & Business Advisors Announces Partner & Shareholder Promotion

Jones & Roth CPAs & Business Advisors Announces Partner & Shareholder Promotion

FOR IMMEDIATE RELEASE Jones & Roth CPAs & Business Advisors Announces Partner & Shareholder Promotion Eugene, OR – December, 2017 Jones & Roth CPAs & Business Advisors are pleased to announce that Nicole McOmber, CPA has been promoted to Partner & Shareholder. Nicole McOmber joined Jones & Roth in 2004 and serves clients across the Pacific Northwest from the Eugene office. Nicole provides a wide range of tax and advisory services to individuals, families and businesses. She is an active business coach and advisor, working closely with clients to identify goals and sculpt creative solutions to achieve short-term and long-term objectives. Jeremy Prickel, CPA commented “Nicole’s expertise and her commitment to providing the highest level of service to our clients make her a great asset to the firm and to the individuals and companies we serve.  We are delighted to have her as a Partner and wish her much success in her new role.” Nicole leads the Jones & Roth Healthcare Team that works with medical practices and clinics across Oregon & Southwest Washington to provide a comprehensive suite of services including practice management, advisory services, retirement plan administration and tax & accounting services. Ms. McOmber holds both Bachelor of Science and Masters degrees in Accounting from the University of Oregon. Affiliations Nicole is a member of the American Institute of CPAs, the Oregon Society of Certified Public Accountants, Medical Group Managers Association, and Relief Nursery Leadership...
Jones & Roth CPAs & Business Advisors Announces Promotion

Jones & Roth CPAs & Business Advisors Announces Promotion

Portland, OR – December 2017 Jones & Roth CPAs & Business Advisors are pleased to announce that Jamie Zolezzi, CPA has been promoted to the position of Director. Ms. Zolezzi has been with Jones & Roth since 2004. She is a graduate of the University of Oregon with a degree in accounting and a minor in economics. She is co-leader of the Jones & Roth tax department and holds expert knowledge in all areas of tax planning and compliance. Jamie specializes in estate and trust planning and compliance, including preparation federal and state estate tax returns, fiduciary returns and trust accounting. Jeremy Prickel, CPA commented “Jamie’s expertise and commitment to client service has been outstanding to the individuals, nonprofits and companies we serve.  We are excited to see her expand her leadership role as a Director and wish her much...
Jones & Roth CPAs & Business Advisors Named to the 2017 Accounting MOVE Project Best Firms for Equity Leadership

Jones & Roth CPAs & Business Advisors Named to the 2017 Accounting MOVE Project Best Firms for Equity Leadership

FOR IMMEDIATE RELEASE Jones & Roth CPAs & Business Advisors Named to the 2017 Accounting MOVE Project Best Firms for Equity Leadership   The Accounting MOVE Project recognizes firms with at least 50 employees, where women comprise at least 30% of partners and principals.   EUGENE, OR – June 20th, 2017 Jones & Roth CPAs & Business Advisors are honored to announce that the Firm has been named to the 2017 Accounting MOVE Project Best Firms for Equity Leadership. The distinction was awarded by the Accounting & Financial Womens Alliance and the American Women’s Society of Certified Public Accountants (AWSCPA).   Tricia Duncan, CPA, Director of Operations at Jones & Roth commented: “Jones & Roth recently added several alternative career tracks at partner level: full-equity partner, no equity partner, and a director position at partner level. This structure allows women to see a path for themselves at the firm without being stuck in a traditional model. With 33% women partners currently, creating a culture with flexible options will enable the strong pipeline of women at all levels to find a path that fits their needs, both professionally and personally.”   Ths announcement of this year’s Best Firms for Equity Leadership, resulted from the 2017 Accounting MOVE Project report, an initiative to advance opportunites for women in financial accounting careers.   About Jones & Roth CPAs and Business Advisors Jones & Roth is one of the largest CPA and advisory firms based in Oregon. Founded in 1946, the firm serves companies, nonprofits and individuals from offices in Hillsboro, Eugene and Bend, Oregon. Services span the areas of Tax, Business Advisory, Audit & Assurance,...
Jones & Roth Congratulates Danielle Ewing on Promotion!

Jones & Roth Congratulates Danielle Ewing on Promotion!

The shareholders of Jones & Roth CPAs and Business Advisors are very pleased to announce the promotion of Danielle Ewing, QPA, QKA to the position of Qualified Pension Administrator in the Eugene office, effective January 21, 2016. Danielle started with Jones & Roth in 2011, working with our Employee Benefit Audit Team for large plan filers with greater than 100 participants. She specializes in 401(k) Profit Sharing Plans, Employee Stock Ownership Plans and Defined Benefit Cash Balance Plans. Danielle has a Bachelor of Science degree in Accounting and a minor in Economics from the University of Oregon and is a member of the American Society of Pension Professionals & Actuaries. In her free time, Danielle enjoys traveling, volleyball, baking and...
Congratulations to Laura McKay on Recent Promotion!

Congratulations to Laura McKay on Recent Promotion!

The shareholders of Jones & Roth CPAs and Business Advisors are very pleased to announce the promotion of Laura McKay, CPA, to the position of manager in the Hillsboro office. Laura started with Jones & Roth in 2011, and specializes in nonprofit organizations and audit/assurance services. She plays an active role in the Jones & Roth 990 task force and Assurance Services Department Management Team. Laura has a Bachelor of Science in Business Administration from the University of Oregon and is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. In her free time, she enjoys spending time with her family and friends, and getting up to the mountain to...