Jones & Roth, PC
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Jones & Roth, PC Employees
Employee
Years
Job
Industry
Cat Valley Cat Valley's Jones & Roth, PC Experience February 2008 - May 2010
Job Director at Melaleuca:The Wellness Company
Industry Renewables & Environment
Experience
lia sophia September 2010 - December 2014
Jones & Roth, PC February 2008 - May 2010
Intel Corporation June 1990 - August 2007
Skills
Customer Service, Small Business, Event Planning, Social Networking, Social Fashion, Sales, Marketing, Marketing Strategy, Public Speaking, Event Management, Organizational..., Business Ethics, Leadership, Entrepreneurship, Social Media Marketing, Referral Networking, Coaching, Marketing Communications, Fundraising, Teamwork, Advertising, Strategic Planning, Online Marketing, Nonprofits, Selling, Retail, Time Management, Team Building, Recruiting, Home Based Business, Training
Education
Data Institute
Certificate
Portland Community College
Tunxis Community College
lia sophia September 2010 - December 2014
Jones & Roth, PC February 2008 - May 2010
Intel Corporation June 1990 - August 2007
Skills
Customer Service, Small Business, Event Planning, Social Networking, Social Fashion, Sales, Marketing, Marketing Strategy, Public Speaking, Event Management, Organizational..., Business Ethics, Leadership, Entrepreneurship, Social Media Marketing, Referral Networking, Coaching, Marketing Communications, Fundraising, Teamwork, Advertising, Strategic Planning, Online Marketing, Nonprofits, Selling, Retail, Time Management, Team Building, Recruiting, Home Based Business, Training
Education
Data Institute
Certificate
Portland Community College
Tunxis Community College
Cheryl Comrie, CPA Cheryl Comrie, CPA's Jones & Roth, PC Experience 1988 - 1992
Job Lead, Special Projects at Kaiser Permanente
Industry Accounting
Experience
Kaiser Permanente April 2013 - Present
Two Degrees October 2012 - April 2013
Columbia Sportswear July 2009 - March 2011
Accero Inc. July 2008 - December 2008
Qmedtrix January 2007 - July 2008
Qmedtrix Systems, Inc. January 2007 - July 2008
Norris, Beggs & Simpson 1997 - 2003
Deloitte & Touche 1993 - 1997
Jones & Roth, PC 1988 - 1992
Skills
Budgets, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Analysis, PeopleSoft, General Ledger, Forecasting, Auditing, Internal Controls, Management, Leadership, Financial Accounting
Education
University of Oregon 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Pleasant Hill High School 1984 — 1988
Kaiser Permanente April 2013 - Present
Two Degrees October 2012 - April 2013
Columbia Sportswear July 2009 - March 2011
Accero Inc. July 2008 - December 2008
Qmedtrix January 2007 - July 2008
Qmedtrix Systems, Inc. January 2007 - July 2008
Norris, Beggs & Simpson 1997 - 2003
Deloitte & Touche 1993 - 1997
Jones & Roth, PC 1988 - 1992
Skills
Budgets, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Analysis, PeopleSoft, General Ledger, Forecasting, Auditing, Internal Controls, Management, Leadership, Financial Accounting
Education
University of Oregon 1988 — 1993
Bachelor of Arts (B.A.), Accounting
Pleasant Hill High School 1984 — 1988
Amy Chu Amy Chu's Jones & Roth, PC Experience January 2008 - April 2008
Job
Industry Accounting
Experience
Lautze & Lautze January 2012 - April 2012
Elsener & Elsener, LLP January 2009 - September 2011
Chu's Chinese Restaurant February 2003 - December 2008
Jones & Roth, PC January 2008 - April 2008
University of Oregon January 2008 - April 2008
Skills
Accounting, Tax, Tax Preparation, Microsoft Office, Microsoft Excel, ProSystem fx Tax, Customer Service, Financial Statements, QuickBooks, Analysis, Bookkeeping, Tax Returns, Financial Reporting, Corporate Tax, S Corporations, Partnership Taxation, Limited Partnerships
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Accounting, Minor in Japanese
Lautze & Lautze January 2012 - April 2012
Elsener & Elsener, LLP January 2009 - September 2011
Chu's Chinese Restaurant February 2003 - December 2008
Jones & Roth, PC January 2008 - April 2008
University of Oregon January 2008 - April 2008
Skills
Accounting, Tax, Tax Preparation, Microsoft Office, Microsoft Excel, ProSystem fx Tax, Customer Service, Financial Statements, QuickBooks, Analysis, Bookkeeping, Tax Returns, Financial Reporting, Corporate Tax, S Corporations, Partnership Taxation, Limited Partnerships
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Accounting, Minor in Japanese
Erin Connell, CPA's Jones & Roth, PC Experience January 2010 - April 2010
Job Financial Auditor at Google
Industry Accounting
Experience
Google June 2015 - Present
PricewaterhouseCoopers August 2011 - May 2015
Jones & Roth, PC January 2010 - April 2010
Skills
GAAP, Financial Reporting, US GAAP, CPA, Auditing, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2010
Bachelors, Accounting
Linfield College 2006 — 2008
Accounting
Google June 2015 - Present
PricewaterhouseCoopers August 2011 - May 2015
Jones & Roth, PC January 2010 - April 2010
Skills
GAAP, Financial Reporting, US GAAP, CPA, Auditing, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2010
Bachelors, Accounting
Linfield College 2006 — 2008
Accounting
Kaitlin Hoffman's Jones & Roth, PC Experience November 2011 - April 2012
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
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
Stephan King Stephan King's Jones & Roth, PC Experience October 1987 - October 1996
Job Stephan King CPA PFS
Industry Accounting
Experience
Stephan King PC February 2012 - Present
Moss Adams LLP October 1996 - January 2012
Jones & Roth, PC October 1987 - October 1996
Maginnis & Carey January 1987 - June 1987
Skills
Tax, Accounting, Management Consulting, Construction, Retail, Income Tax, Business Planning, Wealth Services, Family Office, Estate Planning, Tax Research, Corporate Tax, Analysis, Financial Accounting, Financial Analysis, IRS, Management, Tax Accounting, Tax Advisory, Finance, Tax Preparation, CPA, Internal Controls, Financial Reporting, GAAP, Auditing, Tax Law, Partnership Taxation, Tax Returns, S Corporations
Education
University of Illinois at Urbana-Champaign 1990 — 1993
AICPA, National Tax Education Program
University of Hawaii - Shidler College of Business 1980 — 1985
BBA, Accounting
Kalaheo
Stephan King PC February 2012 - Present
Moss Adams LLP October 1996 - January 2012
Jones & Roth, PC October 1987 - October 1996
Maginnis & Carey January 1987 - June 1987
Skills
Tax, Accounting, Management Consulting, Construction, Retail, Income Tax, Business Planning, Wealth Services, Family Office, Estate Planning, Tax Research, Corporate Tax, Analysis, Financial Accounting, Financial Analysis, IRS, Management, Tax Accounting, Tax Advisory, Finance, Tax Preparation, CPA, Internal Controls, Financial Reporting, GAAP, Auditing, Tax Law, Partnership Taxation, Tax Returns, S Corporations
Education
University of Illinois at Urbana-Champaign 1990 — 1993
AICPA, National Tax Education Program
University of Hawaii - Shidler College of Business 1980 — 1985
BBA, Accounting
Kalaheo
Trae Richardson Trae Richardson's Jones & Roth, PC Experience January 2007 - September 2013
Job Controller at Goodwill Industries of Lane and South Coast Counties Inc.
Industry Accounting
Experience
Goodwill Industries of Lane and South Coast Counties Inc. September 2013 - Present
Jones & Roth, PC January 2007 - September 2013
Roseburg Forest Products June 2005 - September 2006
Skills
Accounting, Auditing, GAAP, Financial Reporting, Financial Statements, Tax Preparation, Assurance, Internal Controls, QuickBooks, General Ledger, Tax, Financial Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
BS, Accounting
Vanguard University of Southern California 2002 — 2003
Accounting
Roseburg High School 1999 — 2002
Goodwill Industries of Lane and South Coast Counties Inc. September 2013 - Present
Jones & Roth, PC January 2007 - September 2013
Roseburg Forest Products June 2005 - September 2006
Skills
Accounting, Auditing, GAAP, Financial Reporting, Financial Statements, Tax Preparation, Assurance, Internal Controls, QuickBooks, General Ledger, Tax, Financial Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
BS, Accounting
Vanguard University of Southern California 2002 — 2003
Accounting
Roseburg High School 1999 — 2002
Kim Meyers Kim Meyers's Jones & Roth, PC Experience January 1995 - November 2010
Job Looking for new opportunities and clients.
Industry Accounting
Experience
Kim Meyers CPA September 2014 - Present
Isler CPA , Eugene, OR November 2010 - August 2014
Jones & Roth, PC January 1995 - November 2010
Solin & Associates July 1990 - December 1994
Carl Zeller, CPA 1987 - 1990
Skills
Private Foundations, Tax, Small Business, Accounting, CPA, Tax Preparation, Firm Administration, Estate and Trusts, QuickBooks, Financial Reporting, GAAP, Auditing, Trusts, Estate Law, Law Firms, Tax Research, Financial Statements, Internal Controls, Corporate Tax, Forensic Accounting, Income Tax, Tax Returns
Education
University of Oregon 1985 — 1987
BS, Accounnting
Lane Community College 1981 — 1985
Kim Meyers CPA September 2014 - Present
Isler CPA , Eugene, OR November 2010 - August 2014
Jones & Roth, PC January 1995 - November 2010
Solin & Associates July 1990 - December 1994
Carl Zeller, CPA 1987 - 1990
Skills
Private Foundations, Tax, Small Business, Accounting, CPA, Tax Preparation, Firm Administration, Estate and Trusts, QuickBooks, Financial Reporting, GAAP, Auditing, Trusts, Estate Law, Law Firms, Tax Research, Financial Statements, Internal Controls, Corporate Tax, Forensic Accounting, Income Tax, Tax Returns
Education
University of Oregon 1985 — 1987
BS, Accounnting
Lane Community College 1981 — 1985
Jeremy Prickel, CPA, CMPE Jeremy Prickel, CPA, CMPE's Jones & Roth, PC Experience March 2001 - Present
Job Certified Public Accountant (CPA). Partner/ShareholderJones & Roth, CPAs. Certified Medical Practice Executive (CMPE).
Industry Accounting
Experience
Jones & Roth, PC March 2001 - Present
Yergen & Meyer, LLP 1999 - 2001
Yergen & Meyer July 1999 - August 2000
Weyerhauser 1997 - 1999
Skills
Start-ups, Small Business, Nonprofits, Tax, Customer Service, Healthcare, Financial Statements, Financial Reporting, Accounting, General Ledger, Tax Preparation, Accounts Payable, Payroll, Financial Analysis, Auditing, Management, Dental Practice..., Medical Practice...
Education
University of Oregon 1994 — 1997
B.S., Accounting
Arizona State University 1993 — 1995
Jones & Roth, PC March 2001 - Present
Yergen & Meyer, LLP 1999 - 2001
Yergen & Meyer July 1999 - August 2000
Weyerhauser 1997 - 1999
Skills
Start-ups, Small Business, Nonprofits, Tax, Customer Service, Healthcare, Financial Statements, Financial Reporting, Accounting, General Ledger, Tax Preparation, Accounts Payable, Payroll, Financial Analysis, Auditing, Management, Dental Practice..., Medical Practice...
Education
University of Oregon 1994 — 1997
B.S., Accounting
Arizona State University 1993 — 1995
Rianna Ruschman, CPA Rianna Ruschman, CPA's Jones & Roth, PC Experience January 2009 - June 2012
Job Senior Internal Auditor at Schnitzer Steel Industries, Inc.
Industry Accounting
Experience
Schnitzer Steel Industries, Inc. June 2012 - Present
Jones & Roth, PC January 2009 - June 2012
Best Buy November 2005 - December 2008
Skills
Member of AICPA, CPA, Accounting, Non-profit Audits, ERISA Audits, Auditing, Financial Statements, Internal Controls, Financial Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Accounting and Marketing
Schnitzer Steel Industries, Inc. June 2012 - Present
Jones & Roth, PC January 2009 - June 2012
Best Buy November 2005 - December 2008
Skills
Member of AICPA, CPA, Accounting, Non-profit Audits, ERISA Audits, Auditing, Financial Statements, Internal Controls, Financial Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Accounting and Marketing
Fritz Duncan Fritz Duncan's Jones & Roth, PC Experience December 1995 - Present
Job Shareholder at Jones & Roth, PC
Industry Accounting
Experience
Jones & Roth, PC December 1995 - Present
Isler & Co January 1990 - December 1995
Skills
Financial Accounting, GAAP, Public Speaking, CPA, Financial Reporting, Tax, Financial Analysis, Accounting, Tax Preparation, Customer Service, Tax Returns, Corporate Tax, Microsoft Office, Auditing, Forensic Accounting, Accordion, Management, QuickBooks, Cost Segregation, Leadership, Tax Credits, Bookkeeping, General Ledger, Small Business, Strategic Financial..., Internal Controls, Income Tax, Member of AICPA, Financial Statements
Education
University of Oregon 1985 — 1989
accounting, accounting
Jones & Roth, PC December 1995 - Present
Isler & Co January 1990 - December 1995
Skills
Financial Accounting, GAAP, Public Speaking, CPA, Financial Reporting, Tax, Financial Analysis, Accounting, Tax Preparation, Customer Service, Tax Returns, Corporate Tax, Microsoft Office, Auditing, Forensic Accounting, Accordion, Management, QuickBooks, Cost Segregation, Leadership, Tax Credits, Bookkeeping, General Ledger, Small Business, Strategic Financial..., Internal Controls, Income Tax, Member of AICPA, Financial Statements
Education
University of Oregon 1985 — 1989
accounting, accounting
Nicholas Lawlor's Jones & Roth, PC Experience 1998 - 2007
Job COO/CFO at Tyree Oil, Inc.
Industry Oil & Energy
Experience
Tyree Oil, Inc. July 2015 - Present
Elite Realty Professionals June 2015 - Present
Tyree Oil, Inc. January 2012 - July 2015
Western Shelter March 2011 - June 2011
Western Shelter April 2007 - March 2011
Jones & Roth, PC 1998 - 2007
Skills
Business Planning, Finance, Program Management, CPA, Business Strategy, Strategic Financial..., Project Planning, Internal Controls, Employee Benefits, Managerial Finance, Strategic Planning, Process Improvement, Project Management, Value Stream Mapping, Financial Statements, Management, Leadership, Team Building
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2001
Business Administration, Accounting Major, Economics Minor
Tyree Oil, Inc. July 2015 - Present
Elite Realty Professionals June 2015 - Present
Tyree Oil, Inc. January 2012 - July 2015
Western Shelter March 2011 - June 2011
Western Shelter April 2007 - March 2011
Jones & Roth, PC 1998 - 2007
Skills
Business Planning, Finance, Program Management, CPA, Business Strategy, Strategic Financial..., Project Planning, Internal Controls, Employee Benefits, Managerial Finance, Strategic Planning, Process Improvement, Project Management, Value Stream Mapping, Financial Statements, Management, Leadership, Team Building
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2001
Business Administration, Accounting Major, Economics Minor
Ryan Vilhauer Ryan Vilhauer's Jones & Roth, PC Experience July 2010 - June 2011
Job Finance
Industry Accounting
Experience
Revolution LLC May 2013 - Present
CohnReznick LLP July 2011 - April 2013
Jones & Roth, PC July 2010 - June 2011
Jones & Roth, PC July 2008 - June 2010
EMFC November 2007 - August 2009
Skills
Accounting, Auditing, Analysis, Financial Reporting, GAAP, Tax, Internal Controls, Financial Accounting, Financial Statements, Team Building
Education
University of Oregon 2005 — 2009
Bachelors of Arts, Accounting & Economics
Revolution LLC May 2013 - Present
CohnReznick LLP July 2011 - April 2013
Jones & Roth, PC July 2010 - June 2011
Jones & Roth, PC July 2008 - June 2010
EMFC November 2007 - August 2009
Skills
Accounting, Auditing, Analysis, Financial Reporting, GAAP, Tax, Internal Controls, Financial Accounting, Financial Statements, Team Building
Education
University of Oregon 2005 — 2009
Bachelors of Arts, Accounting & Economics
Jamie Zolezzi, CPA Jamie Zolezzi, CPA's Jones & Roth, PC Experience July 2004 - Present
Job Senior Manager at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth, PC July 2004 - Present
Longs Drugs January 1997 - January 2002
Skills
CPA, Financial Analysis, Forecasting, Tax, Cash Management, Tax Research, Employee Benefits, Tax Preparation, Financial Statements, Project Planning, Small Business, Auditing, Accounting, Management, Budgets, Nonprofits, Financial Reporting, Strategic Financial..., Tax Returns, Bookkeeping, Customer Service, QuickBooks, Strategic Planning, Tax Law, GAAP, Team Building, Internal Controls, S Corporations, Leadership, Corporate Tax, Forensic Accounting, Microsoft Word, Payroll
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2004
B.S., Accounting
Jones & Roth, PC July 2004 - Present
Longs Drugs January 1997 - January 2002
Skills
CPA, Financial Analysis, Forecasting, Tax, Cash Management, Tax Research, Employee Benefits, Tax Preparation, Financial Statements, Project Planning, Small Business, Auditing, Accounting, Management, Budgets, Nonprofits, Financial Reporting, Strategic Financial..., Tax Returns, Bookkeeping, Customer Service, QuickBooks, Strategic Planning, Tax Law, GAAP, Team Building, Internal Controls, S Corporations, Leadership, Corporate Tax, Forensic Accounting, Microsoft Word, Payroll
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2004
B.S., Accounting
Connie McMahan's Jones & Roth, PC Experience November 1985 - October 1988
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
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's Jones & Roth, PC Experience October 2009 - 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
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
Doug Griesel, CPA's Jones & Roth, PC Experience 1974 - Present
Job Managing Partner & Shareholder at Jones & Roth, CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth, PC 1974 - Present
Skills
Accounting, Management Consulting, Auditing, Tax, Tax Returns, GAAP, Cost Segregation, Tax Preparation, Forensic Accounting, CPA, Management, Income Tax, Corporate Tax, Financial Reporting, Small Business, Financial Analysis, Strategic Planning, Financial Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1969 — 1973
Bachelor's Degree, Accounting
Linfield College 1968 — 1969
Jones & Roth, PC 1974 - Present
Skills
Accounting, Management Consulting, Auditing, Tax, Tax Returns, GAAP, Cost Segregation, Tax Preparation, Forensic Accounting, CPA, Management, Income Tax, Corporate Tax, Financial Reporting, Small Business, Financial Analysis, Strategic Planning, Financial Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1969 — 1973
Bachelor's Degree, Accounting
Linfield College 1968 — 1969
Sara Hummel Sara Hummel's Jones & Roth, PC Experience January 2002 - Present
Job Director of Quality Control and Assurance Services at Jones & Roth, PC
Industry Accounting
Experience
Jones & Roth, PC January 2002 - Present
McCracken Mason Associates January 1999 - December 2001
Education
University of Oregon 1989 — 1992
BA, Linguistics
Jones & Roth, PC January 2002 - Present
McCracken Mason Associates January 1999 - December 2001
Education
University of Oregon 1989 — 1992
BA, Linguistics
Laura McKay Laura McKay's Jones & Roth, PC Experience May 2011 - Present
Job Senior Accountant at Jones & Roth, PC
Industry Accounting
Experience
Jones & Roth, PC May 2011 - Present
Jones & Roth, PC January 2011 - April 2011
Sandcastle Preschool May 2010 - August 2010
Skills
Auditing, Assurance, Financial Statements, Internal Controls, GAAP, Financial Accounting, Financial Analysis, Financial Reporting, Tax, Tax Preparation, Tax Returns, Tax Research, Income Tax, Corporate Tax, Accounting, Bookkeeping, Microsoft Excel, QuickBooks
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2010
Bachelor of Science, Accounting, Economics
Linfield College 2005 — 2007
Biology
Jones & Roth, PC May 2011 - Present
Jones & Roth, PC January 2011 - April 2011
Sandcastle Preschool May 2010 - August 2010
Skills
Auditing, Assurance, Financial Statements, Internal Controls, GAAP, Financial Accounting, Financial Analysis, Financial Reporting, Tax, Tax Preparation, Tax Returns, Tax Research, Income Tax, Corporate Tax, Accounting, Bookkeeping, Microsoft Excel, QuickBooks
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2010
Bachelor of Science, Accounting, Economics
Linfield College 2005 — 2007
Biology
Daniel Mueller, CPA Daniel Mueller, CPA's Jones & Roth, PC Experience January 1990 - Present
Job Partner & Shareholder at Jones & Roth CPAs and Business Advisors
Industry Accounting
Experience
Jones & Roth, PC January 1990 - Present
Skills
Tax Preparation
Education
University of Wisconsin-Milwaukee
BBA - Accounting, Accounting
Portland State University
MT, Masters of Taxation
Jones & Roth, PC January 1990 - Present
Skills
Tax Preparation
Education
University of Wisconsin-Milwaukee
BBA - Accounting, Accounting
Portland State University
MT, Masters of Taxation
Katrina Isler Katrina Isler's Jones & Roth, PC Experience 2000 - 2008
Job CPA at Homchick, Smith & Associates, PLLC
Industry Accounting
Experience
Homchick, Smith & Associates, PLLC November 2008 - Present
Jones & Roth, PC 2000 - 2008
Skills
Corporate Tax, CPA, Accounting, Tax Preparation, GAAP, General Ledger, Partnership Taxation, S Corporations, Financial Accounting, Tax, Bookkeeping, Income Tax, Financial Statements
Education
Concordia University-Portland 1997 — 2001
Homchick, Smith & Associates, PLLC November 2008 - Present
Jones & Roth, PC 2000 - 2008
Skills
Corporate Tax, CPA, Accounting, Tax Preparation, GAAP, General Ledger, Partnership Taxation, S Corporations, Financial Accounting, Tax, Bookkeeping, Income Tax, Financial Statements
Education
Concordia University-Portland 1997 — 2001
Ashley Hinman, CPA Ashley Hinman, CPA's Jones & Roth, PC Experience July 2007 - February 2015
Job Fiscal Manager at Oregon Research Institute
Industry Accounting
Experience
Oregon Research Institute March 2015 - Present
Jones & Roth, PC July 2007 - February 2015
Skills
Auditing, Nonprofits, Tax Preparation, CPA, Accounting, Tax Returns, Assurance, Small Business, Affordable Housing, GAAP, Member of AICPA, Corporate Tax, Financial Accounting, Financial Statements, Financial Reporting
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2008
Bachelor of Arts, Accounting
Portland State University 2004 — 2005
Oregon Research Institute March 2015 - Present
Jones & Roth, PC July 2007 - February 2015
Skills
Auditing, Nonprofits, Tax Preparation, CPA, Accounting, Tax Returns, Assurance, Small Business, Affordable Housing, GAAP, Member of AICPA, Corporate Tax, Financial Accounting, Financial Statements, Financial Reporting
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2008
Bachelor of Arts, Accounting
Portland State University 2004 — 2005
Kelly Bosch Kelly Bosch's Jones & Roth, PC Experience January 1997 - August 2003
Job Senior Manager, Business Assurance at Moss Adams LLP
Industry Accounting
Experience
Moss Adams Internal Audit ManagerPacificSource Health PlansFebruary 2007 - July 2008
Jones & Roth, PC January 1997 - August 2003
Skills
Internal Controls, Assurance, Financial Statements, CPA, GAAP, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
Accounting, Accounting, Business, Economics
Moss Adams Internal Audit ManagerPacificSource Health PlansFebruary 2007 - July 2008
Jones & Roth, PC January 1997 - August 2003
Skills
Internal Controls, Assurance, Financial Statements, CPA, GAAP, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
Accounting, Accounting, Business, Economics
William (Bill) Mason II ASA, CPA/ABV, CFF William (Bill) Mason II ASA, CPA/ABV, CFF's Jones & Roth, PC Experience PresidentMcCracken Mason Associates, PC, CPAs1984 - 2001
Job Partner & Shareholder, Jones & Roth, PC l Business Valuation, Litigation Support, Forensic Accounting
Industry Accounting
Experience
Jones & Roth, PC PresidentMcCracken Mason Associates, PC, CPAs1984 - 2001
University of Oregon, College of Business 1979 - 1995
Skills
Forensic Accounting, Accounting
Education
Stanford University
B.A., Economics, Mathematics, Psychology
University of Oregon - Charles H. Lundquist College of Business
M.B.A., Accounting, Finance, Quantitative Methods
Jones & Roth, PC PresidentMcCracken Mason Associates, PC, CPAs1984 - 2001
University of Oregon, College of Business 1979 - 1995
Skills
Forensic Accounting, Accounting
Education
Stanford University
B.A., Economics, Mathematics, Psychology
University of Oregon - Charles H. Lundquist College of Business
M.B.A., Accounting, Finance, Quantitative Methods
Elliott M. Tracy, CPA Elliott M. Tracy, CPA's Jones & Roth, PC Experience July 2008 - Present
Job CPA at Jones & Roth, PC
Industry Accounting
Experience
Jones & Roth, PC July 2008 - Present
Skills
Tax, Financial Planning, Small Business, Excel, Quickbooks, Accounting, QuickBooks, Microsoft Excel, Tax Preparation, Tax Returns, Financial Statements, Corporate Tax, GAAP, Income Tax, Auditing, Bookkeeping
Education
University of Oregon 2003 — 2008
Bachelor, Accounting and Economics
Jones & Roth, PC July 2008 - Present
Skills
Tax, Financial Planning, Small Business, Excel, Quickbooks, Accounting, QuickBooks, Microsoft Excel, Tax Preparation, Tax Returns, Financial Statements, Corporate Tax, GAAP, Income Tax, Auditing, Bookkeeping
Education
University of Oregon 2003 — 2008
Bachelor, Accounting and Economics
Eric Bell, CPA Eric Bell, CPA's Jones & Roth, PC Experience June 2011 - Present
Job Manager at Jones & Roth, PC
Industry Accounting
Experience
Jones & Roth, PC June 2011 - Present
Jones & Roth, PC October 2009 - June 2011
KPMG September 2007 - October 2009
KPMG September 2005 - September 2007
Skills
Tax compliance, Income Tax, Tax Returns, Corporate Tax, Tax Preparation, Tax provisions, Tax Research, Compliance, Partnerships, Tax, Small Business, Tax Advisory, Partnership Taxation, CPA
Education
University of Denver 2004 — 2005
Masters of Taxation
Idaho State University 1998 — 2003
Bachelors of Business Administration, Accounting and Finance
Jones & Roth, PC June 2011 - Present
Jones & Roth, PC October 2009 - June 2011
KPMG September 2007 - October 2009
KPMG September 2005 - September 2007
Skills
Tax compliance, Income Tax, Tax Returns, Corporate Tax, Tax Preparation, Tax provisions, Tax Research, Compliance, Partnerships, Tax, Small Business, Tax Advisory, Partnership Taxation, CPA
Education
University of Denver 2004 — 2005
Masters of Taxation
Idaho State University 1998 — 2003
Bachelors of Business Administration, Accounting and Finance
Erica Moore, CPA Erica Moore, CPA's Jones & Roth, PC Experience May 2011 - Present
Job Senior Accountant at Jones & Roth, CPAs & Business Advisors
Industry Accounting
Experience
Jones & Roth, PC May 2011 - Present
Jones & Roth, PC January 2010 - April 2011
Education
Portland State University - School of Business
Accounting & Finance
Jones & Roth, PC May 2011 - Present
Jones & Roth, PC January 2010 - April 2011
Education
Portland State University - School of Business
Accounting & Finance
Sarah Fantazia, CPA Sarah Fantazia, CPA's Jones & Roth, PC Experience July 2008 - Present
Job Manager at Jones & Roth, CPAs & Business Advisors
Industry Accounting
Experience
Jones & Roth, PC July 2008 - Present
Education
Portland State University - School of Business 2005 — 2008
BA, Accounting, Spanish
University of Portland 2003 — 2005
Accounting, Spanish
Jones & Roth, PC July 2008 - Present
Education
Portland State University - School of Business 2005 — 2008
BA, Accounting, Spanish
University of Portland 2003 — 2005
Accounting, Spanish
Chris Hays, ASA, CPA/ABV, CVA, CFE Chris Hays, ASA, CPA/ABV, CVA, CFE's Jones & Roth, PC Experience July 2001 - Present
Job Senior Manager, Business Valuation, Litigation Support, and Forensic Accounting at Jones & Roth, PC
Industry Accounting
Experience
Jones & Roth, PC July 2001 - Present
Kemper CPA Group LLP 1997 - 2001
Campos & Stratis LLP 1993 - 1996
United Parcel Service 1987 - 1993
Skills
ASA, CPA/ABV, CVA, Litigation Support, Business Valuation, Forensic Accounting, Certified Fraud Examiner, Expert Witness
Education
California State University-Sacramento
BS, Accountancy
Jones & Roth, PC July 2001 - Present
Kemper CPA Group LLP 1997 - 2001
Campos & Stratis LLP 1993 - 1996
United Parcel Service 1987 - 1993
Skills
ASA, CPA/ABV, CVA, Litigation Support, Business Valuation, Forensic Accounting, Certified Fraud Examiner, Expert Witness
Education
California State University-Sacramento
BS, Accountancy
Karie Trujillo Karie Trujillo's Jones & Roth, PC Experience 2003 - 2004
Job Marketing and Client Relations Director
Industry Law Practice
Experience
Markowitz Herbold PC August 2009 - Present
Davis Wright Tremaine LLP March 2004 - July 2009
Jones & Roth, PC 2003 - 2004
KPMG LLP 2002 - 2003
Arthur Andersen June 1995 - 2002
Portland Chamber of Commerce 1990 - 1994
Muscular Dystrophy Association 1987 - 1990
Skills
Marketing, Marketing Strategy, Business Development, Legal Marketing, Recruiting, Marketing Communications, Event Planning, Leadership, Coaching, Email Marketing, Market Research, Event Management, Public Relations, Litigation Support, Corporate Communications, Marketing Event Planning, Social Media, Advertising, Project Management, Mergers & Acquisitions, Social Media Marketing, Strategic Planning
Education
University of Oregon 1984 — 1986
B.A., Journalism/Public Relations
Markowitz Herbold PC August 2009 - Present
Davis Wright Tremaine LLP March 2004 - July 2009
Jones & Roth, PC 2003 - 2004
KPMG LLP 2002 - 2003
Arthur Andersen June 1995 - 2002
Portland Chamber of Commerce 1990 - 1994
Muscular Dystrophy Association 1987 - 1990
Skills
Marketing, Marketing Strategy, Business Development, Legal Marketing, Recruiting, Marketing Communications, Event Planning, Leadership, Coaching, Email Marketing, Market Research, Event Management, Public Relations, Litigation Support, Corporate Communications, Marketing Event Planning, Social Media, Advertising, Project Management, Mergers & Acquisitions, Social Media Marketing, Strategic Planning
Education
University of Oregon 1984 — 1986
B.A., Journalism/Public Relations
Shannon Dolan, QPA, QKA Shannon Dolan, QPA, QKA's Jones & Roth, PC Experience October 2009 - November 2012
Job Owner / Profit Sharing 401(k) Third Party Administration
Industry Accounting
Experience
PSK Plans by Design December 2012 - Present
Jones & Roth, PC October 2009 - November 2012
Pension Planners Northwest, Inc. May 2003 - October 2009
Moss Adams LLP July 2001 - May 2003
Skills
Defined Contribution, Accounting, Financial Reporting, Auditing, Financial Statements, Tax Preparation, Tax, Pensions, Internal Controls, ERISA, Retirement Planning, Profit Sharing
Education
University of Oregon - Charles H. Lundquist College of Business 2000 — 2001
Masters, Accounting
Cottage Grove High School
PSK Plans by Design December 2012 - Present
Jones & Roth, PC October 2009 - November 2012
Pension Planners Northwest, Inc. May 2003 - October 2009
Moss Adams LLP July 2001 - May 2003
Skills
Defined Contribution, Accounting, Financial Reporting, Auditing, Financial Statements, Tax Preparation, Tax, Pensions, Internal Controls, ERISA, Retirement Planning, Profit Sharing
Education
University of Oregon - Charles H. Lundquist College of Business 2000 — 2001
Masters, Accounting
Cottage Grove High School
Kyle Dixon, CPA Kyle Dixon, CPA's Jones & Roth, PC Experience July 2002 - November 2013
Job CFO/controller at Cosmos Creations
Industry Accounting
Experience
Cosmos Creations August 2013 - Present
Jones & Roth, PC July 2002 - November 2013
Skills
CPA, GAAP, Tax Preparation, Financial Statements, Tax, Tax Returns, Accounting, Auditing, QuickBooks, Financial Reporting, Corporate Tax, Internal Controls, Income Tax, General Ledger, Financial Accounting, Bookkeeping, Forensic Accounting, Financial Analysis, Account Reconciliation, Cash Flow
Education
George Fox University 1998 — 2002
BA, Accounting
Cosmos Creations August 2013 - Present
Jones & Roth, PC July 2002 - November 2013
Skills
CPA, GAAP, Tax Preparation, Financial Statements, Tax, Tax Returns, Accounting, Auditing, QuickBooks, Financial Reporting, Corporate Tax, Internal Controls, Income Tax, General Ledger, Financial Accounting, Bookkeeping, Forensic Accounting, Financial Analysis, Account Reconciliation, Cash Flow
Education
George Fox University 1998 — 2002
BA, Accounting
Ryan Eoff Ryan Eoff's Jones & Roth, PC Experience February 2008 - April 2008
Job Staff Accountant at Holiday Retirement
Industry Accounting
Experience
Holiday Retirement December 2014 - Present
Farmers Insurance Group of Companies November 2012 - December 2014
Farmers Insurance December 2011 - October 2012
TD Consulting Group, PC December 2009 - April 2011
Fitzwater Meyer, LLP July 2009 - December 2009
Pacific Information Center January 2007 - June 2009
McDonald Jacobs February 2009 - April 2009
Barnes & Noble June 2008 - September 2008
Pacific University Community Council (PUCC) May 2007 - May 2008
Jones & Roth, PC February 2008 - April 2008
Skills
Customer Service, Tax Preparation, QuickBooks, Finance, Data Entry, Microsoft Excel, Office Management, Microsoft Word, Microsoft Office, PowerPoint, Insurance, Process Scheduler, Outlook, Sales, Management, Financial Statements, Social Networking, Time Management, Accounting
Education
Pacific University 2005 — 2009
Bachelor of Arts, Business Administration with an emphasis on Accounting and Finance
Mt. Hood Community College 2004 — 2005
N/A, General Studies
Holiday Retirement December 2014 - Present
Farmers Insurance Group of Companies November 2012 - December 2014
Farmers Insurance December 2011 - October 2012
TD Consulting Group, PC December 2009 - April 2011
Fitzwater Meyer, LLP July 2009 - December 2009
Pacific Information Center January 2007 - June 2009
McDonald Jacobs February 2009 - April 2009
Barnes & Noble June 2008 - September 2008
Pacific University Community Council (PUCC) May 2007 - May 2008
Jones & Roth, PC February 2008 - April 2008
Skills
Customer Service, Tax Preparation, QuickBooks, Finance, Data Entry, Microsoft Excel, Office Management, Microsoft Word, Microsoft Office, PowerPoint, Insurance, Process Scheduler, Outlook, Sales, Management, Financial Statements, Social Networking, Time Management, Accounting
Education
Pacific University 2005 — 2009
Bachelor of Arts, Business Administration with an emphasis on Accounting and Finance
Mt. Hood Community College 2004 — 2005
N/A, General Studies
Claudia Womack Claudia Womack's Jones & Roth, PC Experience June 1993 - Present
Job Accounting & Software Consultant at Jones & Roth, PC QuickBooks ProAdvisor
Industry Accounting
Experience
Jones & Roth, PC June 1993 - Present
CW Accounting Services, LLC May 1991 - Present
Skills
Accounting, QuickBooks, Bookkeeping, Accounts Payable, Small Business, Financial Reporting, Financial Statements, Microsoft Excel, Customer Service, Tax Preparation, GAAP, Auditing, Financial Analysis, Management
Education
Eastern Oregon University 1971 — 1975
B.S., Business Administration and Economics
Jones & Roth, PC June 1993 - Present
CW Accounting Services, LLC May 1991 - Present
Skills
Accounting, QuickBooks, Bookkeeping, Accounts Payable, Small Business, Financial Reporting, Financial Statements, Microsoft Excel, Customer Service, Tax Preparation, GAAP, Auditing, Financial Analysis, Management
Education
Eastern Oregon University 1971 — 1975
B.S., Business Administration and Economics
Michael Davidson Michael Davidson's Jones & Roth, PC Experience July 2008 - December 2011
Job Accounting Manager at Freres Lumber Co., Inc.
Industry Accounting
Experience
Freres Lumber Co., Inc. November 2014 - Present
Isler CPA - CPAs and Business Advisors February 2013 - November 2014
Levi Strauss & Co. May 2012 - February 2013
Bishop French December 2011 - May 2012
Jones & Roth, PC July 2008 - December 2011
Washington Mutual June 2002 - September 2004
Skills
Financial Statements, Internal Controls, Auditing, General Ledger, Accounting, QuickBooks, Account Reconciliation, Team Spirit, Fun, Bookkeeping, Tax Returns, Accounts Payable, US GAAP, Fixed Assets, Cost Accounting, Goal Oriented, Tax Preparation, Non-profits, Sarbanes-Oxley, Tax, Financial Analysis, GAAP, Financial Reporting, Financial Accounting, Strategic Financial..., Microsoft Excel, Microsoft Office, Forecasting, CPA, SAP, Analysis, Sarbanes-Oxley Act, Cash Flow, Journal Entries, Process Improvement, Payroll, Accounts Receivable, SOX Compliancy, Tax Accounting, Financial Audits, Public Sector Accounting, Process Quality..., Best Practices, Variance Analysis, Financial Modeling, Financial Management..., Risk Management, Year-end Close, Month End Close, Team Management
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2009
Bachelor of Science (B.S.), Accounting
University of Oregon - College of Arts and Sciences 2004 — 2009
Bachelor of Science (B.S.), Economics
Freres Lumber Co., Inc. November 2014 - Present
Isler CPA - CPAs and Business Advisors February 2013 - November 2014
Levi Strauss & Co. May 2012 - February 2013
Bishop French December 2011 - May 2012
Jones & Roth, PC July 2008 - December 2011
Washington Mutual June 2002 - September 2004
Skills
Financial Statements, Internal Controls, Auditing, General Ledger, Accounting, QuickBooks, Account Reconciliation, Team Spirit, Fun, Bookkeeping, Tax Returns, Accounts Payable, US GAAP, Fixed Assets, Cost Accounting, Goal Oriented, Tax Preparation, Non-profits, Sarbanes-Oxley, Tax, Financial Analysis, GAAP, Financial Reporting, Financial Accounting, Strategic Financial..., Microsoft Excel, Microsoft Office, Forecasting, CPA, SAP, Analysis, Sarbanes-Oxley Act, Cash Flow, Journal Entries, Process Improvement, Payroll, Accounts Receivable, SOX Compliancy, Tax Accounting, Financial Audits, Public Sector Accounting, Process Quality..., Best Practices, Variance Analysis, Financial Modeling, Financial Management..., Risk Management, Year-end Close, Month End Close, Team Management
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2009
Bachelor of Science (B.S.), Accounting
University of Oregon - College of Arts and Sciences 2004 — 2009
Bachelor of Science (B.S.), Economics
Kyle Pearson, CPA Kyle Pearson, CPA's Jones & Roth, PC Experience January 2007 - April 2007
Job Owner at Pearson Advisory, PC
Industry Accounting
Experience
Pearson Advisory, PC June 2012 - Present
Willcuts Partners LLC January 2010 - September 2012
Gulde & Ortquist, P.C. September 2010 - June 2012
Aspen ML LLC July 2008 - January 2010
Moss Adams LLP September 2007 - May 2008
Jones & Roth, PC January 2007 - April 2007
Delap LLP January 2006 - April 2006
Skills
Financial Statements, CPA, Corporate Tax, Property Tax, Cost Segregation, Analysis, Tax, Accounting, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Reviews, Compilation, Consulting, Business Networking, Tax Advisory, Prayer, Income Tax, Tax Returns, Small Business, Accountants, Payroll, Financial Planners, Bookkeeping, Internal Audit, Tax Preparation, Partnership Taxation, GAAP, Tax Research, Tax Accounting, IRS, US GAAP, General Ledger
Education
George Fox University 2003 — 2007
BA, Accounting, Business Finance
Pearson Advisory, PC June 2012 - Present
Willcuts Partners LLC January 2010 - September 2012
Gulde & Ortquist, P.C. September 2010 - June 2012
Aspen ML LLC July 2008 - January 2010
Moss Adams LLP September 2007 - May 2008
Jones & Roth, PC January 2007 - April 2007
Delap LLP January 2006 - April 2006
Skills
Financial Statements, CPA, Corporate Tax, Property Tax, Cost Segregation, Analysis, Tax, Accounting, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Reviews, Compilation, Consulting, Business Networking, Tax Advisory, Prayer, Income Tax, Tax Returns, Small Business, Accountants, Payroll, Financial Planners, Bookkeeping, Internal Audit, Tax Preparation, Partnership Taxation, GAAP, Tax Research, Tax Accounting, IRS, US GAAP, General Ledger
Education
George Fox University 2003 — 2007
BA, Accounting, Business Finance
Brandon Benson Brandon Benson's Jones & Roth, PC Experience October 2004 - October 2005
Job CPA at Mack, Roberts & Co., LLC
Industry Accounting
Experience
Mack, Roberts and Co., LLC October 2005 - Present
Jones & Roth, PC October 2004 - October 2005
Richard Speight, P.C. May 2002 - October 2004
Benson Accounting January 1992 - September 1998
Skills
Accounting, Tax, Income Tax, Tax Preparation, Small Business, Auditing, Financial Reporting, QuickBooks
Education
The John Marshall Law School 1998 — 2001
JD, Law
University of Wisconsin-Madison 1989 — 1993
BS, Political Science
Mack, Roberts and Co., LLC October 2005 - Present
Jones & Roth, PC October 2004 - October 2005
Richard Speight, P.C. May 2002 - October 2004
Benson Accounting January 1992 - September 1998
Skills
Accounting, Tax, Income Tax, Tax Preparation, Small Business, Auditing, Financial Reporting, QuickBooks
Education
The John Marshall Law School 1998 — 2001
JD, Law
University of Wisconsin-Madison 1989 — 1993
BS, Political Science
Corinna Hughes's Jones & Roth, PC Experience January 1998 - December 1999
Job
Industry Accounting
Experience
Top Toys Store June 2005 - January 2014
R & R Partners June 2002 - May 2005
First National Bank of Marin September 2001 - April 2002
Levi Strauss & Company May 2000 - August 2001
Jones & Roth, PC January 1998 - December 1999
Skills
Accounting, Small Business, General Ledger, Payroll, Accounts Payable, Account Reconciliation, Financial Reporting, Tax Preparation, Entrepreneurship
Education
University of Oregon - Charles H. Lundquist College of Business 1995 — 1999
B.S.
Top Toys Store June 2005 - January 2014
R & R Partners June 2002 - May 2005
First National Bank of Marin September 2001 - April 2002
Levi Strauss & Company May 2000 - August 2001
Jones & Roth, PC January 1998 - December 1999
Skills
Accounting, Small Business, General Ledger, Payroll, Accounts Payable, Account Reconciliation, Financial Reporting, Tax Preparation, Entrepreneurship
Education
University of Oregon - Charles H. Lundquist College of Business 1995 — 1999
B.S.
Brandy Schlaefli's Jones & Roth, PC Experience August 2003 - November 2005
Job Senior at Perkins & Co.
Industry Accounting
Experience
Perkins & Company, P.C. January 2007 - Present
Talbot, Korvola & Warwick November 2005 - December 2006
Jones & Roth, PC August 2003 - November 2005
Education
Kansas State University 1997 — 1999
Fort Hays State University 1996 — 1997
Perkins & Company, P.C. January 2007 - Present
Talbot, Korvola & Warwick November 2005 - December 2006
Jones & Roth, PC August 2003 - November 2005
Education
Kansas State University 1997 — 1999
Fort Hays State University 1996 — 1997
Kelly Kenney Bosch's Jones & Roth, PC Experience 1997 - 2003
Job Senior Manager at Moss Adams, LLP
Industry Accounting
Experience
Moss Adams, LLP July 2008 - Present
PacificSource Health Plans March 2007 - July 2008
Moss Adams LLP August 2003 - February 2007
Jones & Roth, PC 1997 - 2003
Reflections November 1995 - November 1997
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
Moss Adams, LLP July 2008 - Present
PacificSource Health Plans March 2007 - July 2008
Moss Adams LLP August 2003 - February 2007
Jones & Roth, PC 1997 - 2003
Reflections November 1995 - November 1997
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
Mike Peck, CPA's Jones & Roth, PC Experience August 2003 - October 2005
Job Chief Financial Officer, TCM Corporation
Industry Construction
Experience
TCM Corporation November 2005 - Present
Jones & Roth, PC August 2003 - October 2005
Peck & Kopacek 1996 - 2003
Skills
Financial Analysis, Contract Negotiation, Project Planning, CPA, Financial Statements, Finance, Strategic Planning, Contract Management, Value Engineering, Cost Control, Procurement, New Business Development, Construction Management, PowerPoint, Business Strategy, Project Management, Process Scheduler, Team Building, GAAP, Cash Management, Managerial Finance, Commercial Management, Project Estimation, Internal Controls, Subcontracting, Project Bidding, US GAAP, Contractors, Change Orders
Education
Portland State University - School of Business 1991 — 1996
Bachelor of Science (BS), Accounting
TCM Corporation November 2005 - Present
Jones & Roth, PC August 2003 - October 2005
Peck & Kopacek 1996 - 2003
Skills
Financial Analysis, Contract Negotiation, Project Planning, CPA, Financial Statements, Finance, Strategic Planning, Contract Management, Value Engineering, Cost Control, Procurement, New Business Development, Construction Management, PowerPoint, Business Strategy, Project Management, Process Scheduler, Team Building, GAAP, Cash Management, Managerial Finance, Commercial Management, Project Estimation, Internal Controls, Subcontracting, Project Bidding, US GAAP, Contractors, Change Orders
Education
Portland State University - School of Business 1991 — 1996
Bachelor of Science (BS), Accounting
Melody Hathorn's Jones & Roth, PC Experience December 2003 - June 2005
Job Experienced Administrative Assistant & Customer Service Rep
Industry Information Technology and Services
Experience
Uptime Sciences January 2014 - Present
TipBar Incorporated December 2011 - December 2013
Oak Patch Gifts June 2005 - November 2011
Jones & Roth, PC December 2003 - June 2005
Harry and David November 2003 - December 2003
Limited Brands June 2000 - September 2002
Six Flags Theme Parks 1995 - 1996
Skills
Customer Service, Outlook, Sales, Microsoft Word, Microsoft Excel, Retail, Data Entry, Merchandising, Microsoft Office, Office Administration, Inventory Management, Wholesale, Trade Shows, Spreadsheets, Purchasing, Customer Satisfaction, Teamwork, Visual Merchandising, Sales Operations, Process Scheduler, Administrative..., Access, Inventory Control, Accounts Receivable, Excel, Word, Administrative Support, Scheduling, Interviews, Hiring, Active Directory, Microsoft Exchange, Office 365, Microsoft Lync, Lync, Marketing Strategy
Education
Tarrant County College 1995 — 1996
Science & Engineering Magnet High School
Uptime Sciences January 2014 - Present
TipBar Incorporated December 2011 - December 2013
Oak Patch Gifts June 2005 - November 2011
Jones & Roth, PC December 2003 - June 2005
Harry and David November 2003 - December 2003
Limited Brands June 2000 - September 2002
Six Flags Theme Parks 1995 - 1996
Skills
Customer Service, Outlook, Sales, Microsoft Word, Microsoft Excel, Retail, Data Entry, Merchandising, Microsoft Office, Office Administration, Inventory Management, Wholesale, Trade Shows, Spreadsheets, Purchasing, Customer Satisfaction, Teamwork, Visual Merchandising, Sales Operations, Process Scheduler, Administrative..., Access, Inventory Control, Accounts Receivable, Excel, Word, Administrative Support, Scheduling, Interviews, Hiring, Active Directory, Microsoft Exchange, Office 365, Microsoft Lync, Lync, Marketing Strategy
Education
Tarrant County College 1995 — 1996
Science & Engineering Magnet High School
Cathi McNutt, CPA's Jones & Roth, PC Experience January 1996 - February 2012
Job Chief Financial Officer and Director of Administration at United Way of Lane County
Industry Accounting
Experience
United Way of Lane County March 2012 - Present
Jones & Roth, PC January 1996 - February 2012
Skills
Auditing, Volunteer Management, Tax Preparation, Accounting, Office Administration, Event Management, Payroll, Financial Statements, CPA, GAAP, Tax, Small Business, Financial Planning, Financial Reporting, QuickBooks, Strategic Planning, Financial Analysis, Account Reconciliation, Financial Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1995
BS, Business Administration/Accounting
United Way of Lane County March 2012 - Present
Jones & Roth, PC January 1996 - February 2012
Skills
Auditing, Volunteer Management, Tax Preparation, Accounting, Office Administration, Event Management, Payroll, Financial Statements, CPA, GAAP, Tax, Small Business, Financial Planning, Financial Reporting, QuickBooks, Strategic Planning, Financial Analysis, Account Reconciliation, Financial Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1995
BS, Business Administration/Accounting
Brian Newton, CPA's Jones & Roth, PC Experience January 2006 - Present
Job Senior Manager, CPA at Jones & Roth, PC
Industry Accounting
Experience
Bend Chamber 2008 - Present
Jones & Roth, PC January 2006 - Present
Skills
Tax, Financial Planning, Accounting, Small Business, Non-profits, Management Consulting, Auditing, Strategic Financial..., Tax Preparation, CPA, Corporate Tax, GAAP, QuickBooks, Financial Reporting, General Ledger, Financial Statements, Income Tax, Financial Accounting, Internal Controls, Accountants, Tax Returns, Bookkeeping, Financial Analysis, Tax Research, Account Reconciliation, Forensic Accounting, Payroll Taxes, S Corporations, Accounts Payable, Fixed Assets, Partnership Taxation, Accounts Receivable, Cost Accounting, Cash Management, Member of AICPA, Cash Flow, Sarbanes-Oxley Act, ProSystem fx Tax, Financial Planners, Payroll, Tax Accounting, Nonprofits, Revenue Recognition, Finance, Managerial Finance, Forecasting, SEC filings, Assurance, Budgets, Financial Audits
Education
University of Oregon 2002 — 2007
Bachelor of Science, Accounting
Bend Chamber 2008 - Present
Jones & Roth, PC January 2006 - Present
Skills
Tax, Financial Planning, Accounting, Small Business, Non-profits, Management Consulting, Auditing, Strategic Financial..., Tax Preparation, CPA, Corporate Tax, GAAP, QuickBooks, Financial Reporting, General Ledger, Financial Statements, Income Tax, Financial Accounting, Internal Controls, Accountants, Tax Returns, Bookkeeping, Financial Analysis, Tax Research, Account Reconciliation, Forensic Accounting, Payroll Taxes, S Corporations, Accounts Payable, Fixed Assets, Partnership Taxation, Accounts Receivable, Cost Accounting, Cash Management, Member of AICPA, Cash Flow, Sarbanes-Oxley Act, ProSystem fx Tax, Financial Planners, Payroll, Tax Accounting, Nonprofits, Revenue Recognition, Finance, Managerial Finance, Forecasting, SEC filings, Assurance, Budgets, Financial Audits
Education
University of Oregon 2002 — 2007
Bachelor of Science, Accounting
Walter Roland's Jones & Roth, PC Experience CPAMolatore Scroggin Peterson Co CPA's1990 - 2007
Job Financial Advisor at Jones & Roth, PC
Industry Financial Services
Experience
Jones & Roth, PC CPAMolatore Scroggin Peterson Co CPA's1990 - 2007
Education
Oregon State University 1984 — 1986
Bachelors, Accounting
Linfield College 1979 — 1982
Bachelors, General Sciences
Jones & Roth, PC CPAMolatore Scroggin Peterson Co CPA's1990 - 2007
Education
Oregon State University 1984 — 1986
Bachelors, Accounting
Linfield College 1979 — 1982
Bachelors, General Sciences
Lori Groves's Jones & Roth, PC Experience May 2007 - October 2009
Job at
Industry Accounting
Experience
Lower Umpqua Hospital December 2014 - Present
Lower Umpqua Hospital July 2014 - November 2014
Lower Umpqua Hospital April 2013 - July 2014
Mittleider and Wheeler January 2010 - March 2013
Intuit 2011 - 2013
Jones & Roth, PC May 2007 - October 2009
Skills
GAAP, Tax Preparation, QuickBooks
Education
University of Oregon 2006 — 2007
Macc, Accounting
Lower Umpqua Hospital December 2014 - Present
Lower Umpqua Hospital July 2014 - November 2014
Lower Umpqua Hospital April 2013 - July 2014
Mittleider and Wheeler January 2010 - March 2013
Intuit 2011 - 2013
Jones & Roth, PC May 2007 - October 2009
Skills
GAAP, Tax Preparation, QuickBooks
Education
University of Oregon 2006 — 2007
Macc, Accounting
Devra O'Gara's Jones & Roth, PC Experience August 2000 - September 2002
Job Community Relations Coordinator, Knight Cancer Institute at OHSU
Industry Nonprofit Organization Management
Experience
OHSU September 2013 - Present
Instrument Sales and Service February 2013 - September 2013
RSPB January 2003 - June 2012
Jones & Roth, PC August 2000 - September 2002
Holt International Children's Services August 1998 - August 2000
University of Oregon 1994 - 1995
Skills
Direct Marketing, Online Marketing, E-commerce, PPC, Email Marketing, Marketing Strategy, SEO, Google Analytics, Online Advertising, Direct Mail, Non-profits, Budget Management, Customer Acquisition, Marketing Communications, Analytics, People Management, B2C marketing, Catalogs, Digital Strategy, Management, Marketing, Brand Management, Strategy, Integrated Marketing, Business Strategy, Marketing Management
Education
The Institute of Direct Marketing 2006 — 2007
Diploma in Direct and Interactive Marketing, Direct marketing - print and online
University of Oregon 1992 — 1995
Bachelor of Arts, Journalism, Mass Communication Studies
OHSU September 2013 - Present
Instrument Sales and Service February 2013 - September 2013
RSPB January 2003 - June 2012
Jones & Roth, PC August 2000 - September 2002
Holt International Children's Services August 1998 - August 2000
University of Oregon 1994 - 1995
Skills
Direct Marketing, Online Marketing, E-commerce, PPC, Email Marketing, Marketing Strategy, SEO, Google Analytics, Online Advertising, Direct Mail, Non-profits, Budget Management, Customer Acquisition, Marketing Communications, Analytics, People Management, B2C marketing, Catalogs, Digital Strategy, Management, Marketing, Brand Management, Strategy, Integrated Marketing, Business Strategy, Marketing Management
Education
The Institute of Direct Marketing 2006 — 2007
Diploma in Direct and Interactive Marketing, Direct marketing - print and online
University of Oregon 1992 — 1995
Bachelor of Arts, Journalism, Mass Communication Studies
Joshua Kerber's Jones & Roth, PC Experience June 2007 - April 2009
Job Sponsored Projects Administrator at University of Oregon
Industry Accounting
Experience
University of Oregon January 2013 - Present
University of Oregon April 2011 - December 2012
Cleveland Reads 2010 - 2010
Jones & Roth, PC June 2007 - April 2009
University of Oregon 2006 - 2007
University of Oregon 2006 - 2007
Best Martial Arts Institute April 2005 - June 2006
University of Oregon School of Law November 2000 - January 2003
Skills
Accounting, Financial Reporting, Tax, Auditing, Finance
Education
University of Oregon 2005 — 2007
Master's, Accounting
University of Oregon 2000 — 2003
Bachelor's, Computer Information Science
South Eugene High School 1995 — 1999
University of Oregon January 2013 - Present
University of Oregon April 2011 - December 2012
Cleveland Reads 2010 - 2010
Jones & Roth, PC June 2007 - April 2009
University of Oregon 2006 - 2007
University of Oregon 2006 - 2007
Best Martial Arts Institute April 2005 - June 2006
University of Oregon School of Law November 2000 - January 2003
Skills
Accounting, Financial Reporting, Tax, Auditing, Finance
Education
University of Oregon 2005 — 2007
Master's, Accounting
University of Oregon 2000 — 2003
Bachelor's, Computer Information Science
South Eugene High School 1995 — 1999
Aaron Yilek's Jones & Roth, PC Experience January 2010 - April 2010
Job Salon Coordinator at Hairmasters
Industry Accounting
Experience
Hairmasters June 2007 - Present
Jones & Roth, PC January 2010 - April 2010
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Bachelors, Accounting
Hairmasters June 2007 - Present
Jones & Roth, PC January 2010 - April 2010
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Bachelors, Accounting
Randey Rollins's Jones & Roth, PC Experience February 2007 - March 2007
Job Princ. Technical Support Engineer at Symantec
Industry Computer Software
Experience
Symantec August 2015 - Present
Symantec June 2007 - August 2015
Lane Community College April 2007 - June 2007
Jones & Roth, PC February 2007 - March 2007
Skills
Backup Exec, Windows Server 2003, Windows Server 2008, Technical Documentation, Troubleshooting, Problem Solving, Windows Server, Windows, Linux, Netbackup, Technical Support, Active Directory, Antivirus, Backup Solutions, Cloud Computing, Cluster, DHCP, DNS, Data Center, Deduplication, Disaster Recovery, Enterprise Vault, File Systems, Firewalls, Hardware, High Availability, Microsoft Exchange, NAS, Network Security, Networking, Operating Systems, Perl, Programming, SAN, Red Hat Linux, Software Installation, Servers, Solaris, Storage, Storage Area Networks, Storage Management, Storage Virtualization, Symantec Endpoint..., System Administration, TCP/IP, Testing, Unix, VMware, VMware ESX, Veritas
Education
Lane Community College 2005 — 2007
AoAS: Computer User Support, Server/network/software support
Symantec August 2015 - Present
Symantec June 2007 - August 2015
Lane Community College April 2007 - June 2007
Jones & Roth, PC February 2007 - March 2007
Skills
Backup Exec, Windows Server 2003, Windows Server 2008, Technical Documentation, Troubleshooting, Problem Solving, Windows Server, Windows, Linux, Netbackup, Technical Support, Active Directory, Antivirus, Backup Solutions, Cloud Computing, Cluster, DHCP, DNS, Data Center, Deduplication, Disaster Recovery, Enterprise Vault, File Systems, Firewalls, Hardware, High Availability, Microsoft Exchange, NAS, Network Security, Networking, Operating Systems, Perl, Programming, SAN, Red Hat Linux, Software Installation, Servers, Solaris, Storage, Storage Area Networks, Storage Management, Storage Virtualization, Symantec Endpoint..., System Administration, TCP/IP, Testing, Unix, VMware, VMware ESX, Veritas
Education
Lane Community College 2005 — 2007
AoAS: Computer User Support, Server/network/software support