Jones & Roth CPAs and Business Advisors

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Jones & Roth CPAs and Business Advisors Employees

Employee
Years
Job
Industry
Gabriel V. Wallace Gabriel V. Wallace Portland, Oregon Details
Gabriel V. Wallace's Jones & Roth CPAs and Business Advisors Experience January 2013 - April 2013
Job Auditor at Delap LLP
Industry Accounting
Experience
Delap LLP  November 2014 - Present
R.S. Wallace Construction Co.   June 2003 - August 2014
Jones & Roth CPAs and Business Advisors   January 2013 - April 2013
University of Oregon  2011 - January 2013
American English Institute  March 2010 - June 2011

Skills
Carpentry, Construction, Auditing, Financial Accounting, Microsoft Excel, Management, Accounting, Financial Statements, US GAAP, QuickBooks, Business Writing, Project Planning, Leadership, Tax Accounting

Education
University of Oregon - Charles H. Lundquist College of Business   2009 — 2013
Bachelor of Science (B.S.), Accounting

Portland State University   2008 — 2009

cleveland high school

Rachelle Cochran Rachelle Cochran Portland, Oregon Details
Rachelle Cochran's Jones & Roth CPAs and Business Advisors Experience January 2012 - March 2012
Job Staff Accountant (Tax) at Perkins & Co
Industry Accounting
Experience
Perkins & Co  January 2013 - July 2015
Knight Library of The University of Oregon   September 2009 - December 2012
Community Support Brokerage   August 2011 - June 2012
Jones & Roth CPAs and Business Advisors   January 2012 - March 2012
Perkins & Co  2012 - 2012
Lane Coalition for Healthy Active Youth  September 2011 - December 2011
Private Employer  June 2009 - September 2009
Ixtapas Restaurant   August 2008 - September 2008
Subway  June 2008 - September 2008

Skills
Public Speaking, Excel, Speech Writing, Communications, Microsoft Office, PowerPoint, Outlook, Tax Preparation, Team-oriented, Customer Service, Social Networking, Microsoft Word, Social Media

Education
University of Oregon - Charles H. Lundquist College of Business   2010 — 2012
Bachelor of Science (B.S.), Accounting

University of Oregon   2008 — 2012
Accounting, Accounting, Communications, Writing/Public Speaking, Senior

Shaley Ham Shaley Ham Cheney, Washington Details
Shaley Ham's Jones & Roth CPAs and Business Advisors Experience January 2015 - April 2015
Job Tax accountant at Perkins & Co
Industry Accounting
Experience
Voxtel Inc.  October 2014 - June 2015
University of Oregon office of Academic Extension   January 2014 - June 2015
Univeristy of Oregon Intramural Sports   January 2012 - June 2015
Jones & Roth CPAs and Business Advisors   January 2015 - April 2015
University of Oregon Student Rec Center   June 2014 - July 2014
Wild Duck Cafe   July 2013 - June 2014

Skills
Team Leadership, Communication Skills, Creative Problem Solving, Professional..., Organization &..., Integrity, Customer Satisfaction, Management, Training, Administration, Accounting, Problem Solving, Communication

Education
University of Oregon - Charles H. Lundquist College of Business   2010 — 2014
Bachelor of Science (BS), Accounting

Eric Chin Eric Chin Corvallis, Oregon Details
Eric Chin's Jones & Roth CPAs and Business Advisors Experience July 2014 - Present
Job Staff Accountant at Jones & Roth, CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   July 2014 - Present
Jones & Roth CPAs and Business Advisors   January 2014 - March 2014
Oregon Youth Soccer Association - Referee   June 2009 - August 2013

Skills
Microsoft Excel, Auditing, Creative Solutions..., Professional..., Analytical Skills, Team Building, Motivation, Perseverance, Dedication to..., Accounting

Education
Oregon State University   2010 — 2014
Accounting, Auditing, 3.69

Oregon State University   2010 — 2014
Business Information Systems, 3.87

Alana Rogers Alana Rogers Seattle, Washington Details
Alana Rogers's Jones & Roth CPAs and Business Advisors Experience January 2014 - April 2014
Job Audit Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP  January 2015 - April 2015
Moss Adams LLP  June 2014 - August 2014
Jones & Roth CPAs and Business Advisors   January 2014 - April 2014
Chi Omega  December 2012 - December 2013
The Downtown Athletic Club   June 2013 - November 2013
The Financial Aid and Scholarship Office   June 2012 - September 2012
Abercrombie & Fitch  August 2009 - December 2011

Skills
Budgets, Public Speaking, Social Networking, Marketing, Retail

Education
University of Oregon   2010 — 2014
Bachelor of Science (BS), Charles Lundquist College of Business, Accounting

Copenhagen Business School

Rob Gruss Rob Gruss Portland, Oregon Details
Rob Gruss's Jones & Roth CPAs and Business Advisors Experience May 2015 - Present
Job Staff Accountant at Jones & Roth, P.C.
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   May 2015 - Present
Jones & Roth, P.C.   January 2015 - April 2015
Jones & Roth, P.C.   July 2014 - September 2014
Jones & Roth, P.C.   January 2014 - April 2014
The Duck Store  April 2013 - May 2013
The Duck Store  December 2011 - April 2013

Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, IBM iSeries, IBM AS/400, Windows XP Pro, Windows Vista, Windows 7, Windows, QuickBooks, 1099 Preparation, Data Entry, Invoicing

Education
University of Oregon   2010 — 2015
Bachelor of Science (B.S.), Accounting

Tigard High School   2006 — 2010

Stephen Wallner Stephen Wallner Portland, Oregon Details
Stephen Wallner's Jones & Roth CPAs and Business Advisors Experience September 2008 - May 2009
Job Tax Analyst at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage  February 2012 - Present
Robert Half International  June 2009 - February 2012
Jones & Roth CPAs and Business Advisors   September 2008 - May 2009
KPMG US  August 2007 - August 2008

Skills
Personal Income Tax..., Tax Preparation, Partnership Tax Returns, Corporate Tax, Auditing, Journal Entries, Communication Skills, Inventory Analysis, Mortgage Underwriting, Golf, Income Tax, Tax Returns, Tax Law, Tax Accounting, Sales Tax, Cash Flow Forecasting, Internal Controls, Control Testing, Walkthroughs, Microsoft Office, Microsoft Excel, Microsoft Word, Group Dynamics, Technical Documentation, Compilation Of..., Financial Statements, Financial Statement..., Financial Statement...

Education
University of Oregon - Charles H. Lundquist College of Business   2002 — 2007
Bachelor of Science (BS), Accounting and Business/Management

Veronica Nicole Schneider Veronica Nicole Schneider Eugene, Oregon Area Details
Veronica Nicole Schneider's Jones & Roth CPAs and Business Advisors Experience May 2014 - Present
Job CPA Candidate
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   May 2014 - Present
Northwest Christian University  September 2012 - May 2014
Central Oregon Tax Connection   June 2011 - August 2012
Little d Technology   April 2008 - June 2011

Skills
QuickBooks, Telephone Skills, Office Management, Filing, Bookkeeping, Data Entry, Technical Support, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Outlook, Higher Education, Administrative..., Customer Service, Interpersonal..., Accounts Payable

Education
Northwest Christian University   2012 — 2014
Bachelor's degree, Accounting, In Progress

Central Oregon Community College   2010 — 2012
Associate of Science (AS), Accounting, 3.89

Linda Lopez Linda Lopez Eugene, Oregon Details
Linda Lopez's Jones & Roth CPAs and Business Advisors Experience March 2015 - Present
Job Jones & Roth CPAs and Business Advisors
Industry Financial Services
Experience
Jones & Roth CPAs and Business Advisors   March 2015 - Present
Living Legacy Financial & Insurance Services, LLC   January 2013 - January 2015
The Pollakov Financial Group  December 2008 - September 2012

Skills
Insurance, Customer Service, Sales, Microsoft Office, Leadership, Investments, Finance

Education
University of California, San Diego   2005 — 2007
Bachelor of Arts (B.A.), Sociology

San Diego City College   2000 — 2005
Associate of Arts (AA), Transfer Studies

Tevin Preston Tevin Preston Bend, Oregon Details
Tevin Preston's Jones & Roth CPAs and Business Advisors Experience January 2014 - Present
Job Staff Accountant at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   January 2014 - Present
The Ford Family Foundation  January 2010 - December 2013

Skills
Public Speaking, Social Media, Customer Service, Non-profits, Budgets, Teamwork, Leadership, Research, Event Planning, Data Analysis, Microsoft Word, Microsoft Excel

Education
University of Oregon   2009 — 2013
BS, Accounting

University of Oregon - Charles H. Lundquist College of Business   2009 — 2013
BS, Accounting

Erin Richmond Erin Richmond Eugene, Oregon Details
Erin Richmond's Jones & Roth CPAs and Business Advisors Experience December 2009 - April 2010
Job Senior Accountant
Industry Apparel & Fashion
Experience
Levi Strauss & Co.   September 2015 - Present
Levi Strauss & Co.   April 2014 - September 2015
Levi Strauss & Co.   February 2013 - April 2014
Levi Strauss & Co.   August 2011 - February 2013
Levi Strauss & Co.   May 2010 - August 2011
Jones & Roth CPAs and Business Advisors   December 2009 - April 2010

Skills
Financial Reporting, Financial Analysis, Fashion, Retail, Apparel, Merchandising, Customer Service

Education
University of Oregon - Charles H. Lundquist College of Business   2006 — 2009
Bachelor of Arts (BA), Accounting

University of Washington   2005 — 2006

Kaitlin Hoffman Kaitlin Hoffman Eugene, Oregon Details
Kaitlin Hoffman's Jones & Roth CPAs and Business Advisors Experience February 2013 - Present
Job Service Coordinator
Industry Museums and Institutions
Experience
Jones & Roth CPAs and Business Advisors   February 2013 - Present
Lane County Historical Museum   May 2012 - January 2013
Smithsonian Institution-National Museum of American History  September 2012 - December 2012
University of Oregon-College of Arts and Sciences Dean's Office   June 2012 - September 2012
Jones & Roth, PC   November 2011 - April 2012
Nike  November 2011 - February 2012
University of Oregon History Department   May 2011 - October 2011
University of Oregon Student Recreation Center  September 2008 - August 2011
Belly Nunnally & Martin, LLP   September 2010 - September 2010
Robert D. Clark Honors College  September 2008 - June 2009

Skills
Research, Public Speaking, Customer Satisfaction, Project Planning, Events Coordination, Editing

Education
Robert D. Clark Honors College   2007 — 2012
Bachelor of Arts (B.A.), History, Business Administration

University of Oregon   2007 — 2011
Bachelor of Arts (B.A.), History, Business Administration

New Etruria College Association in Florence, Italy   2009 — 2009
History, Art History, Architecture

Michelle Moirai Michelle Moirai Morgantown, West Virginia Details
Michelle Moirai's Jones & Roth CPAs and Business Advisors Experience July 2005 - January 2007
Job Seeking a challenging, creative, lifechanging career in marketing or graphic design.
Industry Graphic Design
Experience
Moirai Marketing + Design   June 1997 - Present
West Virginia Radio Corporation  September 2011 - October 2013
SmartWoman Magazine   February 2007 - April 2008
Cary, Wing, Edmunson   April 2007 - November 2007
Jones & Roth CPAs and Business Advisors   July 2005 - January 2007
Personnel Source  August 2004 - June 2005
AccuTel   September 2001 - April 2004
Fashion Bug  August 1997 - October 1998
Dr L.E. Deitz, DDS   February 1996 - July 1997

Skills
Advertising, Newsletters, Creative Writing, Copywriting, Event Management, Graphic Design, Web Design, Creative Direction, Public Relations, Social Networking, Social Media Marketing, Sales, Magazines, InDesign, Publications, Publishing, Brochures, Adobe Creative Suite, Microsoft Office, Photography, Layout, Photoshop, Books, Illustrator, Logo Design, Social Media, Event Planning, Corporate Events, HTML, Radio Promotions, Microsoft Word, Microsoft Excel, PowerPoint, ACT!, Public Speaking, Research, Marketing, Management, Editing, Online Marketing, Media Relations, Press Releases, Facebook, Pinterest, Leadership, Customer Service, Joomla, WordPress

Education
West Virginia University   2014 — 2016
Master's Degree, Integrated Marketing and Communications, 3.5

Fairmont State University   2010 — 2014
Bachelor's Degree, Regents Bachelor of Arts focused on Psychology and Marketing, 4.0 at the Institution, 3.70 Cumulative

West Virginia University   1994 — 1995
Elementary Education and Teaching

Oak Glen High School   1991 — 1994
High School, Graduated in top 10 percent of class

Corey Smoot Corey Smoot Hillsboro, Oregon Details
Corey Smoot's Jones & Roth CPAs and Business Advisors Experience July 2014 - Present
Job Senior Accountant at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   July 2014 - Present
Jones & Roth CPAs and Business Advisors   January 2012 - June 2014

Skills
Accounting

Education
Oregon State University   2007 — 2011

Barlow High School

Camille Boever Branch Camille Boever Branch Saint Louis, Missouri Details
Camille Boever Branch's Jones & Roth CPAs and Business Advisors Experience July 2010 - June 2011
Job Homeownership Education Coordinator Beyond Housing / Practicum Student at Children's Advocacy Services of St. Louis
Industry Nonprofit Organization Management
Experience
Children's Advocacy Services of Greater St. Louis - UMSL   January 2015 - Present
Beyond Housing  February 2012 - Present
Cunnningham, Vogel & Rost, PC   October 2011 - February 2012
Jones & Roth CPAs and Business Advisors   July 2010 - June 2011

Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Event Planning, Non-profits, Social Media, Community Outreach, Time Management, Community Development, Customer Service, Event Management, Volunteer Management, Public Speaking, Grant Writing, Program Development, Fundraising

Education
University of Missouri-Saint Louis   2013 — 2016
Master of Social Work (M.S.W.)

Loyola University New Orleans   2005 — 2008
BA in English Writing

Saint Louis University   2003 — 2005

MICDS

Janel Stanek Janel Stanek Hillsboro, Oregon Details
Janel Stanek's Jones & Roth CPAs and Business Advisors Experience August 2014 - Present
Job Staff Accountant at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   August 2014 - Present
Jones & Roth CPAs and Business Advisors   January 2013 - April 2014
J.P. Morgan Chase   August 2010 - August 2011
The Human Bean  July 2010 - August 2011
Papa Murphy's International  July 2007 - July 2010

Skills
Auditing, Financial Statements, Accounting, Financial Reporting, Financial Accounting, General Ledger

Education
University of Oregon - Charles H. Lundquist College of Business   2011 — 2014
Bachelor of Science (BS), Accounting, Senior

Portland Community College   2008 — 2011
transfer

Tenille Woodward, CPA, CPC Tenille Woodward, CPA, CPC Eugene, Oregon Details
Tenille Woodward, CPA, CPC's Jones & Roth CPAs and Business Advisors Experience January 2001 - April 2001
Job Employee Benefits Manager at Kernutt Stokes LLP
Industry Accounting
Experience
Kernutt Stokes LLP  July 2002 - Present
Moss Adams LLP  June 2001 - September 2001
Jones & Roth CPAs and Business Advisors   January 2001 - April 2001

Skills
Retirement Planning, Accounting, 401k, Defined Contribution, Auditing, Leadership, CPA, Financial Analysis, Audits of Employee..., Retirement Plan..., Qualified Retirement..., Employee Benefit Plan..., QKA, Pensions, GAAP

Education
University of Oregon - Charles H. Lundquist College of Business   1998 — 2002
Bachelor of Science (B.S.) with honors, Accounting, magna cum laude

Connie McMahan Connie McMahan Eugene, Oregon Area Details
Connie McMahan's Jones & Roth CPAs and Business Advisors Experience January 1984 - Present
Job Software & Database Manager at Jones & Roth CPAs & Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   January 1984 - Present
Jones & Roth, PC   November 1985 - October 1988
Derickson & Gault, PC   January 1984 - October 1985

Skills
Microsoft Office, SQL Server, Windows, SQL, Operating Systems, Troubleshooting, System Administration, Access, MySQL, Excel, SharePoint, Microsoft Excel, Servers, Databases, Microsoft SQL Server, Customer Service, Network Administration

Education
University of Oregon

Jon Newport, CPA Jon Newport, CPA Portland, Oregon Area Details
Jon Newport, CPA's Jones & Roth CPAs and Business Advisors Experience January 2015 - Present
Job Partner/Shareholder at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   January 2015 - Present
Jones & Roth, PC   October 2009 - Present
PricewaterhouseCoopers LLP,  September 1999 - October 2009

Skills
CPA, GAAP, Financial Reporting, Assurance, Internal Controls, Auditing, Financial Statements, Accounting, Audits of Employee..., Financial Statement..., Construction Accounting, Dealerships, Fraud Risk Assessments, Budgeting and..., Inventory Costing, Start-ups and Emgerging..., Manufacturing and...

Education
University of Oregon - Charles H. Lundquist College of Business   1995 — 1999
B.S., Accounting

Carrie Bennett Fortier, CPA Carrie Bennett Fortier, CPA Eugene, Oregon Area Details
Carrie Bennett Fortier, CPA's Jones & Roth CPAs and Business Advisors Experience 2000 - Present
Job Senior Manager at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   2000 - Present
University of Oregon  September 1996 - June 2000

Skills
Accounting, CPA, Finance, GAAP, Tax Preparation, Financial Statements, Tax, Auditing, Financial Reporting, Corporate Tax, Internal Controls, Income Tax, Forensic Accounting, QuickBooks, Financial Accounting

Education
University of Oregon - Charles H. Lundquist College of Business   1996 — 2000
Bachelor of Science (BS), Accounting

Aaron Sachs Aaron Sachs Eugene, Oregon Area Details
Aaron Sachs's Jones & Roth CPAs and Business Advisors Experience June 2013 - Present
Job Senior Accountant at Jones and Roth
Industry Accounting
Experience
GreenLane SBN   September 2015 - Present
Jones & Roth CPAs and Business Advisors   June 2013 - Present
Jones & Roth CPAs and Business Advisors   January 2013 - May 2013
Levi Strauss & Co.   June 2012 - December 2012

Skills
Financial Accounting, Microsoft Excel, SAP, Blackline, Sun, Personal Property Taxes

Education
University of Oregon - Charles H. Lundquist College of Business   2007 — 2012
Accounting, Economics

Thurston High School   2003 — 2007

Carmen Vaughn, QPA Carmen Vaughn, QPA Eugene, Oregon Area Details
Carmen Vaughn, QPA's Jones & Roth CPAs and Business Advisors Experience December 2011 - Present
Job Retirement Plan Administrator at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   December 2011 - Present
Pension Planners Northwest   December 2009 - December 2011

Skills
Accounting, Financial Statements, Financial Reporting, Financial Analysis, Account Reconciliation, Accruals, 401k, Qualified Retirement..., ERISA, Form 5500 preparation, Loans, Nondiscrimination..., Eligibility, QKA, Consulting, QPA, Retirement Planning

Education
University of Oregon - Charles H. Lundquist College of Business   2005 — 2009
Bachelor of Science, Accounting

Mike Moomaw, CPA Mike Moomaw, CPA Portland, Oregon Area Details
Mike Moomaw, CPA's Jones & Roth CPAs and Business Advisors Experience 2007 - Present
Job CPA specializing in the Construction & Manufacturing Industries
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   2007 - Present

Skills
GAAP, CPA, Financial Statements, Auditing, Tax Preparation, QuickBooks, Tax, Financial Accounting, Accounting, Corporate Tax, Tax Returns, Management

Education
University of Oregon - Charles H. Lundquist College of Business   2004 — 2007
Bachelor's of Science, Accounting

Nadia Oliveira, CPA Nadia Oliveira, CPA Eugene, Oregon Area Details
Nadia Oliveira, CPA's Jones & Roth CPAs and Business Advisors Experience July 2013 - Present
Job Manager at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   July 2013 - Present

Skills
US GAAP, Auditing, CPA, Internal Controls, Accounting, Financial Statements, QuickBooks, Financial Reporting, Financial Accounting

Education
San Diego State University-California State University   2006 — 2010
Bachelor of Science

Anna Takasugi, CPA Anna Takasugi, CPA Portland, Oregon Area Details
Anna Takasugi, CPA's Jones & Roth CPAs and Business Advisors Experience August 2015 - Present
Job Senior Tax Manager at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   August 2015 - Present
Thompson Kessler Wiest & Borquist PC  December 2012 - July 2015
Ernst & Young  July 2011 - November 2012
Millimaki Eggert, LLP   2006 - July 2011
Lipsey, Youngren, Means, Ogren & Sandberg, LLP   2006 - 2006
Ernst & Young  2006 - 2006
Hamilton Sundstrand Power Systems  January 1999 - January 2005

Skills
Corporate Tax, Tax, US GAAP, Financial Accounting, Accounting, Income Tax, GAAP, Account Reconciliation, Sales Tax, Partnership Taxation, CPA, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, QuickBooks, Variance Analysis, Big 4

Education
San Diego State University-California State University   2006 — 2010
MSA, Tax, 3.77 GPA

San Diego State University-California State University   2003 — 2005
BS, Accounting, 3.76 GPA

Karen Clark, CPA Karen Clark, CPA Portland, Oregon Area Details
Karen Clark, CPA's Jones & Roth CPAs and Business Advisors Experience June 2015 - Present
Job Senior Accountant at Jones & Roth, CPAs & Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   June 2015 - Present
Hoffman Stewart & Schmidt P.C.   January 2014 - June 2015
Braxton Technologies LLC  April 2013 - July 2013
Stockman Kast Ryan + Company, LLP   January 2010 - April 2013
BKD CPAs & Advisors  January 2009 - April 2009

Skills
Accounting, Tax Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax, Tax Returns, Tax Research, CPA, GAAP, Financial Accounting, Tax Advisory, QuickBooks, General Ledger, Auditing, Accounts Payable, Account Reconciliation

Education
University of Colorado at Colorado Springs   2008 — 2009
Bachelor of Arts (B.A.), Accounting

Pikes Peak Community College   2006 — 2007
Associate's degree, Business Administration and Management, General

Betsy Marler Betsy Marler Reno, Nevada Area Details
Betsy Marler's Jones & Roth CPAs and Business Advisors Experience June 2009 - May 2012
Job Senior Manager at Horning, Lingenfelter & Co.,LLP
Industry Accounting
Experience
Horning, Lingenfelter & Co.,LLP   August 2012 - Present
Jones & Roth CPAs and Business Advisors   June 2009 - May 2012
Kafoury, Armstrong & Co.   November 2002 - May 2009
Horning, Holmberg & Co.   March 1982 - October 2002

Skills
Auditing, Strategic Financial..., Non-profits, Management, Nonprofits, Financial Audits, Financial Planning, Financial Reporting, Leadership, SEC filings

Education
Golden Gate University   1985 — 1989
Master of Science, Taxation

University of California, Berkeley, Haas School of Business   1976 — 1978
Bachelor of Science, Accounting

Nicole McOmber, CPA Nicole McOmber, CPA Eugene, Oregon Area Details
Nicole McOmber, CPA's Jones & Roth CPAs and Business Advisors Experience July 2004 - Present
Job Senior Tax Manager at Jones & Roth CPAs and Business Advisors | Business Coach/Advisor
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   July 2004 - Present
Siuslaw Bank  May 1999 - July 2001

Skills
Accounting, Tax, Strategic Planning, Small Business, Microsoft Office, Cloud Computing, Intacct, Payroll, Microsoft Excel, Employee Benefits, QuickBooks, Financial Statements, Tax Returns, GAAP, Corporate Tax, Tax Research, Income Tax, CPA

Education
University of Oregon
MAcc, Accounting

Tricia Duncan, CPA Tricia Duncan, CPA Eugene, Oregon Area Details
Tricia Duncan, CPA's Jones & Roth CPAs and Business Advisors Experience January 2014 - Present
Job Director of Human Resources at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   January 2014 - Present
Jones & Roth CPAs and Business Advisors   March 2012 - Present
Jones & Roth CPAs and Business Advisors   July 1994 - Present
Jones & Roth CPAs and Business Advisors   October 2007 - December 2013
Western Rivers Girl Scouts   1994 - 1998
King Retail Solutions  1989 - 1993

Skills
Strategic Planning, Team Building, Career Counseling, Coaching, Process Improvement, Career Development, Succession Planning, Planning, Accounting, Management Consulting, Small Business, CPA, Internal Controls, Financial Analysis, Strategic Financial..., Non-profits, Forensic Accounting, Budgets, Forecasting, Consulting, Cash Management, Cash Flow, Public Speaking, Job Coaching, Project Planning, Management, Financial Reporting, Training, Microsoft Excel, Microsoft Office, QuickBooks, Financial Accounting

Education
University of Oregon - Charles H. Lundquist College of Business   1988 — 1992
BS, Accounting

Sheldon HS   1984 — 1988

Alisa Lee Alisa Lee Portland, Oregon Area Details
Alisa Lee's Jones & Roth CPAs and Business Advisors Experience January 2014 - March 2014
Job Assurance Intern at EY
Industry Accounting
Experience
EY  September 2015 - Present
EY  June 2014 - August 2014
University of Oregon  March 2012 - June 2014
Jones & Roth CPAs and Business Advisors   January 2014 - March 2014
The Duck Store  June 2012 - August 2013

Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Audits, Auditing, Journal Entries, Organization, Teamwork

Education
University of Oregon   2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting

University of Oregon

Paisley Barnhart Paisley Barnhart Dexter, Oregon Details
Paisley Barnhart's Jones & Roth CPAs and Business Advisors Experience January 2015 - March 2015
Job Summer Intern at Kernutt Stokes LLP
Industry Accounting
Experience
Kernutt Stokes LLP  July 2015 - Present
Oregon State University  October 2014 - Present
Jones & Roth CPAs and Business Advisors   January 2015 - March 2015
University of Oregon Athletic Department  April 2014 - September 2014
Oregon Department of Forestry  June 2013 - September 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks

Education
Oregon State University   2012 — 2016
Accounting and Finance

Oregon State University   2012 — 2016
Accounting and Finance

Sarah Rausch Sarah Rausch Eugene, Oregon Details
Sarah Rausch's Jones & Roth CPAs and Business Advisors Experience January 2015 - April 2015
Job Vice President of Membership at Beta Alpha Psi
Industry Accounting
Experience
Beta Alpha Psi - University of Oregon   April 2015 - Present
Alpha Phi Omega, Zeta Psi Chapter   February 2014 - June 2015
Jones & Roth CPAs and Business Advisors   January 2015 - April 2015
Suburban Ace Hardware, Inc.   June 2008 - September 2014
Classic Travel  September 2012 - September 2013
Sunset High School Yearbook   June 2012 - June 2013

Skills
Time Management, Microsoft Office, Leadership, Teamwork, Event Planning, Adobe Creative Suite, Social Media, Finance, Membership Development, Membership Growth, Membership, Membership Management, Problem Solving, Accounting, Microsoft Excel

Education
University of Oregon - Charles H. Lundquist College of Business   2013 — 2016
Bachelor's Degree, Accounting

Copenhagen Business School   2015 — 2015
International Summer University Programme, Management and Financial Modeling

Sunset High School   2009 — 2013

Whitney Turner Whitney Turner Salem, Oregon Details
Whitney Turner's Jones & Roth CPAs and Business Advisors Experience January 2014 - March 2014
Job Associate at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP   October 2015 - Present
Columbia Sportswear  June 2015 - September 2015
Oregon State University  May 2013 - June 2015
Georgia-Pacific LLC  June 2014 - August 2014
Jones & Roth CPAs and Business Advisors   January 2014 - March 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Research, QuickBooks, Time Management, Teamwork, Customer Service, Billhighway, Phone Etiquette, General Office Skills, Management, Leadership, Social Media, Event Planning, Accounting, Public Speaking, Communication

Education
Oregon State University   2010 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Duale Hochschule Baden-Württemberg   2014 — 2014
International Business, International Business

Robert Adrian Robert Adrian Portland, Oregon Area Details
Robert Adrian's Jones & Roth CPAs and Business Advisors Experience April 2014 - Present
Job Strategic Marketing & Business Advisor at Jones & Roth CPAs
Industry Computer Software
Experience
Jones & Roth CPAs and Business Advisors   April 2014 - Present
Adrian Group   April 2012 - March 2014
Xenium  September 2009 - March 2012
MTI  August 2005 - July 2008
CBSI  February 2003 - July 2005

Skills
Marketing Strategy, Sales Management, Product Development, Management Consulting, Digital Media, New Business Development, Business Strategy, Strategy, Business Development, Strategic Planning, Management, CRM, Digital Marketing, Market Research, Marketing, Leadership, Marketing Management, Product Marketing, Talent Intelligence, Strategic Partnerships, Sales, Social Media Marketing

Education
Marylhurst University   2003 — 2006
Masters, Business, Management, Marketing, and Related Support Services

Jennifer Conli Jennifer Conli Bend, Oregon Details
Jennifer Conli's Jones & Roth CPAs and Business Advisors Experience May 2007 - Present
Job Office Coordinator at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Self Employed  January 2014 - Present
Jones & Roth CPAs and Business Advisors   May 2007 - Present
Pier 1 Imports  April 2001 - May 2007
TechDyn Systems   1987 - 1990
California Sate University at Sacramento, CA   1984 - 1986

Skills
Data Entry, Event Planning, Accounts Payable, Filing, Office Administration, Administrative..., Customer Service, Receptionist Duties, Accounts Receivable, Tax Returns, Financial Statements, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Supply Management, Office Equipment, Administrative...

Education
California State University-Sacramento   1982 — 1985
Bachelor of Science (B.S.), Mechanical Engineering Technology, Honors

Colin Campi Colin Campi Corvallis, Oregon Area Details
Colin Campi's Jones & Roth CPAs and Business Advisors Experience Student SupervisorOSU FoundationJanuary 2009 - June 2011
Job Staff Accountant at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   Student SupervisorOSU FoundationJanuary 2009 - June 2011

Education
Oregon State University   2007 — 2011

Jeff Bourdage, CPA Jeff Bourdage, CPA Eugene, Oregon Area Details
Jeff Bourdage, CPA's Jones & Roth CPAs and Business Advisors Experience September 1977 - Present
Job Partner & Shareholder, Jones & Roth CPA and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   September 1977 - Present
Yergen & Meyer CPAs   January 1976 - September 1977
United Pipe & Supply  January 1966 - January 1976

Skills
Tax, Small Business, Accounting, Strategic Planning, Management, Management Consulting, Start-ups, Auditing, Tax Preparation, Financial Reporting, CPA

Education
University of Oregon   1971 — 1975
Bachelor of Business Administration, Business

South Eugene High School   1967 — 1971

Danielle Ewing, QKA Danielle Ewing, QKA Eugene, Oregon Details
Danielle Ewing, QKA's Jones & Roth CPAs and Business Advisors Experience December 2011 - Present
Job Retirement Plan Administrator at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   December 2011 - Present
University of Oregon Foundation  July 2010 - December 2011
Northwest Community Credit Union  June 2002 - June 2010
Jones & Roth CPAs and Business Advisors   January 2010 - April 2010

Skills
Microsoft Excel, Mathematics, 401k, Profit Sharing, Defined Contribution, Account Reconciliation, Auditing, Financial Statements, Accounts Payable, Pensions, Financial Reporting

Education
University of Oregon - Charles H. Lundquist College of Business   2005 — 2009
Bachelor of Science (BS), Accounting

Oliver Fraser Oliver Fraser Eugene, Oregon Area Details
Oliver Fraser's Jones & Roth CPAs and Business Advisors Experience May 2013 - Present
Job Business Advisor at Jones & Roth CPAs and Business Advisors, Tax Preparation, Retirement Plans, QuickBooks Support.
Industry Accounting
Experience
Jones & Roth CPAs and Business Advisors   May 2013 - Present
Houck Evarts and Company   September 2008 - April 2013
Kernutt Stokes Brandt and Co. LLP   January 1997 - August 2008
Ascot Distrubutors   June 1988 - November 1994

Skills
Accounting, Financial Reporting, Auditing, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Bookkeeping, Account Reconciliation, Financial Statements, Small Business, Employee Benefits, Training, Retirement Planning, CPA, Internal Controls

Education
University of Oregon   1994 — 1997
BS, Accounting

Eastern Oregon University   1982 — 1986
BS, History

Central Oregon Community College   1981 — 1982

Mountain View Senior High School   1978 — 1981
Diploma

Bend Senior High School   1977 — 1978

Valerie Isenberg Valerie Isenberg Eugene, Oregon Details
Valerie Isenberg's Jones & Roth CPAs and Business Advisors Experience January 2008 - Present
Job Operations Manager
Industry Individual & Family Services
Experience
Jones & Roth CPAs and Business Advisors   January 2008 - Present

Education
University of Oregon   2001 — 2002
Master of Education (M.Ed.), Counseling, Family & Human Services

R. Lynn Smith R. Lynn Smith Sweet Home, Oregon Details
R. Lynn Smith's Jones & Roth CPAs and Business Advisors Experience November 2013 - Present
Job Accounting Analyst at Lane County Parole & Probation
Industry Accounting
Experience
Lane County Parole & Probation   April 2015 - Present
Jones & Roth CPAs and Business Advisors   November 2013 - Present
City of Springfield, Oregon   August 2005 - February 2010
Lane County Sheriffs Department   November 2001 - August 2005
Utility Tree Service, Inc.   September 1992 - June 2000

Skills
Microsoft Office 2007, PeopleSoft, Fund Accounting, Payroll, Accounts Payable, Accounts Receivable, Local Government

Education
Kaplan University-Davenport Campus   2010 — 2014
Bachelor's Degree, Accounting

Trend Business College   1991 — 1991
Certificate, Executive Office

brette dehan brette dehan Portland, Oregon Details
brette dehan's Jones & Roth CPAs and Business Advisors Experience August 2002 - June 2006
Job Sr. Benefits Analyst at The Standard
Industry Human Resources
Experience
The Standard  June 2015 - Present
John's Island Real Estate Company   July 2014 - May 2015
Nuance Communications  July 2012 - July 2014
The Regence Group  2006 - 2011
Jones & Roth CPAs and Business Advisors   August 2002 - June 2006
Southcorp USA   May 1998 - August 2002

Skills
Employee Benefits, Benefits Administration, Benefits Design, Qualified Retirement..., HRIS, Deferred Compensation, Data Analysis, Financial Analysis, Auditing, Process Improvement, Open Enrollment, Pensions, COBRA, Project Management

Education
Rutgers College
Bachelor's degree, Mathematics

Rutgers University
Bachelor's degree, Mathematics

John Dahlquist, CPA, CMPE John Dahlquist, CPA, CMPE Forest Grove, Oregon Details
John Dahlquist, CPA, CMPE's Jones & Roth CPAs and Business Advisors Experience 2008 - April 2010
Job Clinic Administrator at Maple Street Clinic PC
Industry Medical Practice
Experience
Maple Street Clinic PC   June 2010 - Present
Jones & Roth CPAs and Business Advisors   2008 - April 2010
Jewell Attachments LLC   2004 - 2005
Jones & Roth CPAs and Business Advisors   1987 - 2001

Skills
Accounting, Management, Payroll, QuickBooks, Revenue Cycle, Budgets, Outlook, Microsoft Excel, Data Entry, Bookkeeping

Education
Portland State University   1985 — 1987
Accounting

Northwest Christian University   1971 — 1974
Bachelor of Arts (BA), Ministry