Roth & Company, P.C.

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Roth & Company, P.C. Employees

Employee
Years
Job
Industry
Sonya Boot Sonya Boot Pella, Iowa Details
Sonya Boot's Roth & Company, P.C. Experience 1999 - June 2005
Job Administrative Assistant at Schuring, Uitermarkt, Sims, McCleish, Ver Meer, PC
Industry Accounting
Experience
Schuring, Uitermarkt, Sims, McCleish, Ver Meer, PC   June 2005 - Present
Roth & Company, P.C.   1999 - June 2005

Skills
Customer Service, QuickBooks

Education
AIB College of Business   1998 — 2000
Associate's Degree, Sales and Marketing

Rick Dobesh Rick Dobesh Ankeny, Iowa Details
Rick Dobesh's Roth & Company, P.C. Experience July 2013 - Present
Job Senior Manager at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   July 2013 - Present
Brookstone Logistics, LLC   January 2013 - June 2013
Redstone Finishes Company, LLC   January 2012 - January 2013
Harrison's Sports   November 2002 - December 2011
PDS - Packaging Distribution Services, Inc.   January 1994 - November 2002
Roth & Company CPA's   March 1991 - January 1994
Deloitte & Touche  January 1987 - March 1991

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Financial Risk, Financial Audits, Cash Flow Forecasting, Cash Flow Statements, Cash Flow Reporting, Communications Audits, External Audit, CPA, Budgets, Accounting, Internal Audit, Financial Statements, Auditing

Education
The University of South Dakota   1983 — 1987
Bachelor of Science (BS), Accounting

Burke High School   1979 — 1983
High School Diploma

Bethany Simon Bethany Simon Des Moines, Iowa Area Details
Bethany Simon's Roth & Company, P.C. Experience January 2014 - May 2014
Job Student at Iowa State University
Industry Accounting
Experience
Farnear Holsteins   2000 - Present
Bunge North America, Inc.   May 2014 - July 2014
Roth & Company, P.C.   January 2014 - May 2014
Iowa State University Dairy Research Farm   September 2011 - March 2014
All Star Feeds, Inc.   May 2012 - August 2012
Cobra Lanes   February 2009 - May 2011

Education
Iowa State University   2011 — 2015
Bachelor of Science (B.S.), Agricultural Business and Dairy Science, 3.3

Sheila Whalen Sheila Whalen Des Moines, Iowa Area Details
Sheila Whalen's Roth & Company, P.C. Experience November 2007 - November 2013
Job Payroll Administrator at McAninch Corporation
Industry Construction
Experience
McAninch Corporation   August 2015 - Present
J. Baubles   March 2012 - Present
Denman & Company, LLP   November 2013 - June 2015
Roth & Company, P.C.   November 2007 - November 2013
EAI  September 2005 - September 2007
Brooks Borg Skiles Architecture Engineering LLP  June 1993 - September 2005

Skills
Office Management, Payroll, QuickBooks, Bookkeeping, Accounts Payable, Payroll Taxes, Employee Training, Accounting, Peachtree, Account Reconciliation, Bank Reconciliation, Financial Statements, Journal Entries, Invoicing, Quicken, Expenses, Spreadsheets, ADP Payroll, General Ledger, Financial Accounting, Auditing, Accounts Receivable

Education
Simpson College   1991 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

AIB College of Business   1988 — 1990
Associate of Arts and Sciences (AAS), Finance and Financial Management Services

Dawn Hafner Dawn Hafner Des Moines, Iowa Area Details
Dawn Hafner's Roth & Company, P.C. Experience 1997 - 2000
Job COO at Kidder Benefits Consultants, Inc.
Industry Financial Services
Experience
Kidder Benefits Consultants, Inc.   June 2015 - Present
Freelance writer  July 2014 - Present
Verisight, Inc  August 2011 - June 2015
McGladrey  February 2003 - August 2011
Kidder Benefits   2000 - 2003
Roth & Company, P.C.   1997 - 2000

Skills
ESOP, Employee Benefits, 401k, Financial Advisory, Retirement, Tax, CPA, Management, ERISA, Pensions, Public Speaking, Consulting, Accounting, Financial Analysis, Benefits Administration, Creative Writing, Blogging, Retirement Planning

Education
University of Iowa   1996 — 1999
MBA, Finance

University of Northern Iowa   1988 — 1992
BA, Accounting

Clint Hansen Clint Hansen Des Moines, Iowa Details
Clint Hansen's Roth & Company, P.C. Experience July 2013 - Present
Job Audit Senior at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   July 2013 - Present

Education
University of Iowa   2012 — 2013
Master's degree, Accounting, Graduate Student

University of Iowa   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

Terry Merfeld Terry Merfeld Des Moines, Iowa Area Details
Terry Merfeld's Roth & Company, P.C. Experience January 2012 - Present
Job Shareholder at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   January 2012 - Present
Roth & Company, PC   September 2004 - January 2012
Kindwall Burkhardt & Dawson, LP   July 2002 - September 2004
KPMG  January 1998 - July 2002
Mosebach Griffith & Company PC   August 1995 - January 1998

Skills
Manufacturing, Business Services, Income Tax, CPA, Tax, Accounting, State Tax, Tax Preparation, Corporate Tax, Business Ethics, Tax Accounting, Internal Controls, Financial Accounting

Education
University of Northern Iowa   1989 — 1993
BA, Accounting

Carlene Hinds Carlene Hinds Des Moines, Iowa Area Details
Carlene Hinds's Roth & Company, P.C. Experience December 2013 - Present
Job Stylist at Ruby Ribbon, Inc.
Industry Accounting
Experience
Roth & Company, P.C.   December 2013 - Present
Ruby Ribbon, Inc.   December 2014 - Present
lia sophia Independent Advisor  2011 - January 2015
Art of Conservation, Inc.   2010 - December 2013
Financial Care Professionals, LC   February 2003 - December 2013
ABWA Greater Des Moines Chapter   2011 - 2013
Michael J Lantz, CPA PC   1994 - 2002

Skills
Non-profits, Bookkeeping, Tax Returns, Marketing, QuickBooks, Accounting, Advertising, Customer Service, Account Management, Team Building, Fashion Jewelry, Public Speaking, Payroll, Nonprofits

Education
Graceland University   2000 — 2002
BA, Accounting/Taxation

American Institute of Business   1989 — 1991
Associates, Accounting

Becky Pratt, CRCM Becky Pratt, CRCM Des Moines, Iowa Area Details
Becky Pratt, CRCM's Roth & Company, P.C. Experience April 1998 - November 2001
Job President at Mattan Pratt Consulting
Industry Financial Services
Experience
Altisource Origination Services   June 2013 - September 2014
First American Bank  December 2012 - June 2013
First American Bank  April 2012 - December 2012
First American Bank  August 2010 - April 2012
First American Bank  August 2007 - August 2010
Wells Fargo  December 2001 - August 2007
Roth & Company, P.C.   April 1998 - November 2001
GRA Thompson, White and Co   May 1997 - March 1998
FDIC  February 1992 - May 1997

Skills
Strategic Planning, Risk Management, Banking, Financial Risk, Operational Risk, Credit, Process Improvement, Credit Risk, Risk Assessment, Enterprise Risk..., Strategy, Consumer Lending, Fraud

Education
Iowa State University - College of Business
Accounting

Brian Aust Brian Aust West Des Moines, Iowa Details
Brian Aust's Roth & Company, P.C. Experience July 2007 - December 2011
Job Assistant Controller at Ryko Solutions, Inc.
Industry Investment Management
Experience
Ryko Solutions, Inc.   September 2013 - Present
Aviva Investors  December 2011 - September 2013
Roth & Company, P.C.   July 2007 - December 2011

Skills
Financial Reporting, Financial Forecasting, Process Improvement

Education
University of Northern Iowa   2002 — 2007
Bachelor of Arts (BA), Accounting

Patrick Mansheim Patrick Mansheim Clive, Iowa Details
Patrick Mansheim's Roth & Company, P.C. Experience November 2013 - July 2014
Job Staff Tax Accountant at Gardiner Thomsen CPAs
Industry Accounting
Experience
Gardiner Thomsen CPAs  November 2014 - Present
Wells Fargo  August 2014 - November 2014
Roth & Company, P.C.   November 2013 - July 2014
ITAGroup  June 2013 - October 2013
Des Moines Public Schools  August 2011 - May 2013
Nodaway Valley School District   August 2010 - May 2011

Skills
Accounting, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Tax, Internal Audit, Analysis, Corporate Tax, Microsoft Excel, Microsoft Word, Tax Advisory, PowerPoint, Access, Microsoft Office, QuickBooks, Tutoring, Bookkeeping, Budgets, Outlook, ProSystem fx Tax, BNA, DocIt, Timberline Accounting, Account Reconciliation, Financial Reporting

Education
Simpson College   2012 — 2013
Accounting Certificate, Accounting

St. Ambrose University   2002 — 2007
Bachelor of Arts (BA), History Teacher Education; Math

Notre Dame High School

Abby Croll Abby Croll Johnston, Iowa Details
Abby Croll's Roth & Company, P.C. Experience July 2010 - Present
Job Tax Manager at Roth & Company P.C.
Industry Accounting
Experience
Roth & Company, P.C.   July 2010 - Present
Deloitte  August 2007 - June 2010
Deloitte  August 2005 - August 2007
Deloitte  September 2002 - August 2004

Skills
Tax

Education
Iowa State University - College of Business   1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance

Kelsey Sandon Kelsey Sandon Urbandale, Iowa Details
Kelsey Sandon's Roth & Company, P.C. Experience January 2013 - Present
Job Staff Accountant at Roth and Company CPA's
Industry Accounting
Experience
Roth & Company, P.C.   January 2013 - Present
Wells Fargo Home Mortgage  May 2012 - August 2012
Private Family  June 2011 - September 2011
Des Moines Golf and Country Club  June 2010 - September 2010
YMCA of Greater Des Moines  June 2010 - August 2010
Childtime Daycare  June 2006 - August 2008

Skills
Microsoft Excel, Customer Service, Research, Sales, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Teamwork, General Ledger, Credit, Public Speaking, Leadership, Financial Reporting, Financial Analysis, Outlook, Time Management, Finance, Nonprofits, Data Analysis

Education
Iowa State University   2011 — 2012
Bachelor of Science (B.S.), Accounting

University of Iowa   2008 — 2011
Bachelor of Science (B.S.), Accounting

Breann Cole, CPA Breann Cole, CPA Cedar Rapids, Iowa Details
Breann Cole, CPA's Roth & Company, P.C. Experience 2009 - 2009
Job Sr Internal Controls Analyst at Rockwellcollins
Industry Aviation & Aerospace
Experience
Rockwell Collins  October 2013 - Present
Rockwell Collins  June 2012 - October 2013
Bergan Paulsen, CPA  September 2010 - June 2012
John Deere  May 2006 - February 2010
Roth & Company, P.C.   2009 - 2009

Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, Financial Accounting, Forecasting, Sarbanes-Oxley Act, Budgets, Process Improvement, General Ledger, Microsoft Excel, Accounts Payable, Account Reconciliation, SAP, Internal Audit, Managerial Finance, Accounts Receivable, Variance Analysis, Analysis, Earned Value Management

Education
Mount Mercy University   2015 — 2017
Master of Business Administration (M.B.A.)

University of Northern Iowa   2005 — 2010
Bacherlor of Arts, Accounting

Robert Umsted Robert Umsted West Des Moines, Iowa Details
Robert Umsted's Roth & Company, P.C. Experience June 2015 - Present
Job Auditor at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   June 2015 - Present
Kiesling Associates LLP  June 2012 - May 2015
Endeavor Communications  December 2011 - June 2012
Kiesling Associates LLP  August 2004 - November 2011
Shull & Company   December 2003 - July 2004

Skills
Telecommunications, Auditing, Accounting, Financial Reporting, Tax, Internal Controls, CPA, Corporate Tax, Budgets, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Strategic Planning, Tax Preparation, Microsoft Excel, Income Tax, US GAAP, Microsoft Office, Microsoft Word, Finance

Education
Ball State University - College of Business   2002 — 2003
MS, Accounting

Western Illinois University   1992 — 1993
Masters, Business Administration

University of Northern Iowa   1980 — 1984
BA, Accounting

Joe Pavelka, CPA Joe Pavelka, CPA Des Moines, Iowa Area Details
Joe Pavelka, CPA's Roth & Company, P.C. Experience August 2013 - Present
Job Tax Associate at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   August 2013 - Present
Miller, Cooper & Co., Ltd.   January 2013 - August 2013
Total Attorneys  October 2012 - December 2012
The University of Iowa  May 2012 - October 2012
McGladrey  January 2011 - April 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Windows, Tax Accounting, Financial Accounting, Auditing

Education
University of Iowa - Henry B. Tippie College of Business   2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance

Shaunda Murphy Shaunda Murphy Des Moines, Iowa Area Details
Shaunda Murphy's Roth & Company, P.C. Experience December 1994 - July 1998
Job Accountant
Industry Insurance
Experience
XPO Logistics, Inc.   March 2015 - Present
FBL Financial Group, Inc.   August 1998 - March 2015
Roth & Company, P.C.   December 1994 - July 1998

Skills
Financial Reporting, Internal Controls, Auditing, Accounting, Financial Statements, Insurance, Finance, GAAP, Financial Analysis

Education
University of Northern Iowa   1990 — 1994
BA, Accounting

University of Northern Iowa

Bob Hickok, CPA.CITP, GSEC Bob Hickok, CPA.CITP, GSEC West Des Moines, Iowa Details
Bob Hickok, CPA.CITP, GSEC's Roth & Company, P.C. Experience 1994 - Present
Job IT Director / Systems Consultant at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   1994 - Present

Education
University of Northern Iowa
B.A., Accounting

Joe Cate Joe Cate West Des Moines, Iowa Details
Joe Cate's Roth & Company, P.C. Experience 2012 - Present
Job C.P.A. at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   2012 - Present
Bankers Trust  May 2010 - August 2010

Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Accounting, Internal Controls, QuickBooks, General Ledger, Income Tax, Financial Analysis, Account Reconciliation, Accounts Payable, CPA

Education
University of Iowa   2011 — 2012
Master's degree, Accounting

University of Iowa   2007 — 2010
BBA, Accounting

Kenneth H. Boeke Kenneth H. Boeke West Des Moines, Iowa Details
Kenneth H. Boeke's Roth & Company, P.C. Experience August 1997 - Present
Job Tax Manager at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C.   August 1997 - Present
A Anderson, CPA   July 1996 - July 1997
K J Guddall Co.   January 1996 - May 1996
Host Marriott Corp   August 1990 - August 1995

Education
Iowa State University   1986 — 1990
Bachelor of Business Administration (BBA), Accounting

Loree Robinson Loree Robinson Des Moines, Iowa Details
Loree Robinson's Roth & Company, P.C. Experience August 1996 - October 2000
Job Project Consultant at Robert Half Management Resources
Industry Insurance
Experience
Robert Half Management Resources  May 2015 - Present
Continental Western Group (a W. R. Berkley Company)   November 2006 - March 2014
Bankers Trust  May 2003 - November 2006
Bankers Trust  October 2000 - September 2002
Roth & Company, P.C.   August 1996 - October 2000
Principal Financial Group  June 1988 - May 1994

Skills
401k, Account Reconciliation, Statutory Accounting, Form 5500 preparation, General Ledger, Journal Entries, Customer Support, Payments, Payroll, Payroll Taxes, 1099 Preparation, W-2, ESOP, Oral Communication, Written Communication, Microsoft Excel, Microsoft Word

Education
Drake University   1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Saydel High School   1977 — 1981
HS Diploma, General