Jones & Roth CPAs and Business Advisors

What Jones & Roth CPAs and Business Advisors does

Jones & Roth CPAs and Business Advisors is an independent, privately held Oregon-based professional services firm founded in 1946, operating as a full-service CPA and business advisory practice under the legal name Jones & Roth, P.C. The firm employs 101–250 people across three Oregon offices (Eugene headquarters, Bend, and Hillsboro) and serves businesses, nonprofits, and individuals primarily in the Pacific Northwest. Services are organized into 13 specialized teams spanning tax, financial advisory, ERISA retirement plan audits, retirement plan third-party administration, and industry-focused practices for construction, dental, healthcare, nonprofit, family business, private companies, small business, affordable housing, and estate/trust clients.

The firm generates revenue on a fee-for-service basis through professional engagements including tax planning and preparation, financial statement audits, ERISA benefit plan audits (over 90 annually), retirement plan administration, estate and trust services, and ongoing advisory work. Pricing is quote-based and varies by engagement complexity, with no publicly disclosed fee schedules. Securities are offered through a partnership with Cetera Wealth Services, LLC (FINRA/SIPC), and the firm is a member of PrimeGlobal for international reach while remaining operationally independent.

The go-to-market motion is relationship-based and regional, built on 80 years of brand reputation in Oregon, deep industry specialization, educational content marketing (blog, webinars, newsletters), community involvement, and direct outreach. The firm is a member of the AICPA Employee Benefit Plan Audit Quality Center since 2004, recognized as a 2025 Oregon Top Workplace, and has publicly reaffirmed its commitment to remain independent rather than pursue private equity or external capital partnerships.

Name

Jones & Roth CPAs and Business Advisors

Legal name

Jones & Roth, P.C.

Website

https://jrcpa.com

Company type

Private

Founded year

1946

Operating status

Operating

Headcount range

101–250 employees

Short description

Jones & Roth is an independent Oregon-based CPA and business advisory firm founded in 1946, operating from three offices (Eugene, Bend, Hillsboro) with 13 specialized teams serving Pacific Northwest businesses, nonprofits, and individuals across tax, audit, ERISA plan audits, and financial advisory services.

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Employee Benefit & Retirement Plan Trust Services (FSAAANAC), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• CPA services
• Tax advisory
• Retirement plan audits
• Business advisory
• Financial planning

Headquarters

HQ city

Eugene

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Services Revenue: Jones & Roth generates revenue through professional accounting, tax preparation, audit, and business advisory services billed on a fee-for-service basis. Services include tax planning and preparation, financial statement audits, retirement plan audits, estate and trust services, and ongoing business advisory engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Jones & Roth is an independent Oregon-based CPA and business advisory firm providing tax planning and preparation, financial statement audits, ERISA retirement plan audits, third-party retirement plan administration, financial and investment advisory, and industry-specific accounting services to businesses, nonprofits, and individuals. The firm delivers these services through 13 specialized teams from offices in Eugene, Bend, and Hillsboro, focusing on healthcare, dental, construction, nonprofit, family business, affordable housing, and small business clients across the Pacific Northwest.

Product overview

Jones & Roth is a unified professional services firm offering a comprehensive portfolio of accounting, tax, and financial advisory services. The firm operates through distinct specialty practice areas including Tax Services, Financial Advisory Services, Retirement Plan Audits (ERISA), Retirement Plan Services (Third-Party Administration), and industry-focused practices for Construction, Dental, Healthcare, Affordable Housing, Family Business, Nonprofit, and Private Companies. Services are delivered by experienced CPAs across three Oregon office locations (Eugene, Bend, and Hillsboro) through 13 specialized teams, providing integrated expertise for businesses, nonprofits, and individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax planning, preparation, and advisory services for individuals, families, and businesses covering federal, state, and local tax compliance and strategic tax planning.
• Financial Advisory Services Investment advisory and financial planning services including customized portfolio design, retirement income solutions, and wealth management strategies; securities offered through Cetera Wealth Services, LLC (member FINRA/SIPC).
• Retirement Plan Audits ERISA-compliant audit services for employee benefit plans including 401(k), 403(b), ESOP, defined benefit, and health & welfare plans, supporting Form 5500 and DOL compliance.
• Retirement Plan Services Third-party administration (TPA), plan design, and compliance services for retirement plans including SEP-IRA, SIMPLE IRA, 401(k), and Cash Balance plans.
• Estate & Trust Services Estate planning, trust administration, and wealth transfer advisory services for individuals, families, and estates.
• Nonprofit Audit, Tax & Advisory Services Audit, tax, and advisory services for nonprofit organizations including compliance with nonprofit accounting standards, Form 990 preparation, and governance support.
• Private Company Audit & Advisory Audit, review, compilation, and advisory services for privately held companies and investment funds.
• Small Business Services Accounting, tax, bookkeeping, financial statement preparation, payroll, and business planning services tailored for small businesses.
• Construction Industry Services Accounting, tax, audit, and advisory services for construction contractors including job costing, retirement plan administration, and contractor-specific financial reporting.
• Dental Practice Services Practice management, advisory, tax, retirement, and accounting services for dental practices and dental practice owners.
• Healthcare Practice Services Financial and practice management advisory services for medical practices and clinics, including practice management, healthcare-specific tax issues, employee benefits, and retirement planning.
• Affordable Housing Services Specialized accounting and consulting services for affordable housing developers and property managers, including tax credit accounting, compliance, and audit.
• Family Business Services Advisory services for multi-generational family-owned businesses including succession planning, estate and tax planning, and governance support.
• Individuals & Families Services Personal financial planning, tax preparation, and wealth management services for individuals and families.

Quantifiable outcome

• Performs over 90 employee benefit plan audits annually for clients across the Pacific Northwest
• +1 more outcomes

Segments14 records

Ideal customer profiles9 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• PrimeGlobalminorStrategic or Co-development PartnerJones & Roth is an independent member of PrimeGlobal, the association of advisory and accounting firms. This membership provides access to global resources and network while maintaining independent operations.
• Cetera Wealth Services, LLCminorGTM or Marketing PartnerSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from Jones & Roth. Financial professionals affiliated with this broker/dealer may offer investment advisory services through Jones & Roth.

Scale indicators5 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Wipfli LLP: Large U.S. accounting and advisory firm with significant Pacific Northwest presence (including recent acquisitions of Oregon firms). Similar mid-market, industry-specialized model and competes in construction, healthcare, and nonprofit verticals.
• BDO USA: Top-10 global accounting network's U.S. member firm serving middle-market companies. Competes for the same private company audit, tax, and advisory engagements Jones & Roth pursues.
• Armanino LLP: Top-25 U.S. accounting and business consulting firm based in California with similar size and West Coast focus. Comparable service portfolio including tax, audit, advisory, and industry specialization.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with strong middle-market focus across tax, audit, wealth advisory, and industry verticals. PE-backed and substantially larger, but competes for the same mid-market and nonprofit client base.
• Plante Moran: Large U.S. accounting, tax, and advisory firm with comparable mid-market and industry-specialized service model. Independently owned like Jones & Roth but operates at national scale.
• Eide Bailly LLP: Top-25 U.S. accounting and advisory firm with strong middle-market focus across tax, audit, and industry verticals including healthcare and construction. Comparable independent, growth-oriented positioning.
• Crowe LLP: Top-10 U.S. accounting and advisory firm serving middle-market and large private clients across audit, tax, consulting, and industry verticals including financial services and healthcare.
• Moss Adams LLP: Large Pacific Northwest-based CPA and business advisory firm with deep presence in Oregon and Washington. Overlaps directly with Jones & Roth across tax, audit, healthcare, construction, and retirement plan services, but operates at materially larger scale nationally.

Direct peers

• Geffen Mesher & Co. Portland, Oregon-based CPA and advisory firm serving closely comparable mid-market, nonprofit, healthcare, and construction clients across the Pacific Northwest. Most directly competitive peer in Jones & Roth's home geography.
• Aldrich CPA + Advisors: Pacific Northwest-headquartered accounting and advisory firm with comparable size, vertical specialization, and regional concentration in Oregon. Closest direct peer in footprint, service mix (tax, audit, advisory, retirement plan services), and independent mid-market positioning.

Market position

Strengths3 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/jones-roth-cpas-and-business-advisors-243869838987884
• LinkedInlinkedin.com/company/82849
• Xx.com/jrcpa

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jones & Roth CPAs and Business Advisors