Roth and Company

What Roth and Company does

Roth and Company, CPAs is a privately-held, full-service CPA firm headquartered in Englewood, Ohio with a secondary office in Arcanum, Ohio, serving businesses, individuals, families, and nonprofit organizations across the greater Dayton region (Englewood, Vandalia, Troy, Xenia, Clayton, Huber Heights, Union, Tipp City, and Dayton). The firm was established as a traditional public accounting practice under owner James J. Mackay, CPA (35+ years of experience), and is staffed by three senior practitioners — Mackay, Scott T. Fitzgerald, CPA (25+ years), and Elizabeth McNinch, EA (19+ years). The firm operates with 11-50 employees and is independently owned with no disclosed institutional investment.

The firm's service portfolio spans income tax preparation and planning, estate tax planning and gift tax return preparation, family and business succession planning, business accounting and bookkeeping, financial statement preparation (audits, reviews, and compilations), computer consulting, retirement planning, payroll processing, and business advisory services (including M&A support, financial projections, computer system selection, insurance evaluation, and employee benefit design). It serves clients across diverse verticals including retail, food, manufacturing, trucking, construction, real estate, health care, and professional services. No proprietary technology platform, AI/ML capabilities, or APIs are disclosed; the firm executes its work through a sales-led professional services model with direct client engagement. Its primary commercial asset is a content-rich website of over 200 pages (calculators, newsletter articles, links, tax forms, databases) used to attract and serve SMB and individual clients.

Roth and Company generates revenue exclusively through professional services engagements on a quoted/agreement basis tailored to individual client needs, with no publicly disclosed pricing structure, fee tiers, or revenue figures. Distribution is direct-to-client at its two Ohio offices, with no third-party channel, partnership, or reseller relationships documented. The firm's go-to-market depends on organic web presence, content utility, and referral-driven relationships rather than paid marketing, M&A activity, or external capital. Copyright on the site spans 2016-2025, indicating long-running operational continuity.

Name

Roth and Company

Legal name

Roth and Company

Website

https://rothandcocpa.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Roth and Company, CPAs is a privately-held full-service accounting and tax firm headquartered in Englewood, Ohio with a second office in Arcanum, serving small businesses, individuals, families, and nonprofits in the greater Dayton region with tax, accounting, payroll, retirement, and business advisory services.

Ownership category

akta.pro rank

Product category

Professional Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

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

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Payroll processing services
• Business advisory consulting
• Estate tax planning

Headquarters

HQ city

Englewood

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting and Tax Services: Revenue generated through professional services engagements including tax preparation, tax planning, estate tax planning, family and business succession planning, business accounting/bookkeeping, financial statement preparation (audits, reviews, compilations), computer consulting, retirement planning, and payroll processing. Services are provided to both business and individual clients on an engagement basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Roth and Company, CPAs is a full-service CPA firm providing professional accounting, tax, and advisory services to small businesses, individuals, families, and nonprofit organizations. Core offerings include income tax preparation and planning, estate and gift tax planning, family and business succession planning, bookkeeping and financial statement preparation (compilations, reviews, audits), payroll processing, retirement planning, computer consulting, and business advisory services covering lease/purchase transactions, mergers and acquisitions, projections and forecasts, computer system selection, insurance evaluation, and employee benefit implementation.

Product overview

Roth and Company, CPAs is a full-service CPA firm offering a unified portfolio of accounting, tax, and advisory services. The core offering comprises five integrated service areas: Specialized Services (income tax preparation, estate planning, bookkeeping, payroll processing, and retirement planning), Business Advisors (strategic consulting on acquisitions, systems, and insurance), Accounting (financial statement compilation, reviews, and audits), Tax Services (planning, preparation, and advisory), and Performance management concepts. The firm serves businesses, individuals, and nonprofit organizations across industries including retail, real estate, manufacturing, transportation, hospitality, and healthcare.

Differentiator

Problem solved

Functional benefit

Products and services

• Specialized Services Comprehensive accounting and tax service bundle for businesses and individuals, including income tax preparation, tax planning, estate and gift tax planning and return preparation, family and business succession planning, business accounting and bookkeeping, financial statement preparation, computer consulting, retirement planning, and payroll processing.
• Business Advisors Strategic business consulting service for business owners and managers covering review of lease/purchase transactions, guidance on purchase or sale of companies, preparation of projections and forecasts, selection and implementation of computer systems, evaluation of liability and health care insurance, and implementation of employee benefit packages.
• Accounting Professional accounting services including financial statement compilation, review, and audit services, performed to professional standards for businesses and organizations while management retains primary responsibility for internal controls and safeguarding assets.
• Tax Services Tax planning, preparation, and advisory services including intensive tax planning engagements, tax return preparation, review of filing positions, and guidance on tax code provisions and alternatives for businesses, individuals, and nonprofit organizations.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Barnes Dennig: Cincinnati, Ohio-based CPA firm providing tax, audit, and advisory services to closely-held businesses and nonprofits. Comparable regional CPA peer with similar client profile and service mix.
• Doeren Mayhew: Regional CPA and advisory firm headquartered in Troy, Michigan with offices across multiple states. Comparable in offering tax, audit, and business advisory to SMBs and HNW clients across the Midwest.
• Aprio: Atlanta-based national CPA and advisory firm with comparable SMB and HNW service offerings. Similar full-service CPA model spanning tax, audit, and consulting.
• Rea & Associates: Ohio-headquartered CPA and business advisory firm with multiple offices across the state. Comparable in serving SMBs, HNW individuals, and nonprofits with tax and accounting services.
• Clark Schaefer Hackett: Cincinnati-based CPA and advisory firm serving Ohio and surrounding states. Comparable in multi-office CPA model and broad service portfolio spanning tax, audit, and business consulting.
• Whitley Penn: Texas-based regional CPA and advisory firm with comparable service portfolio. Directly comparable in serving SMBs and HNW clients with tax, audit, and business advisory.
• GBQ Partners: Ohio-based accounting and consulting firm offering tax, audit, and advisory services to businesses and individuals across the Midwest. Directly comparable in regional positioning and full-service CPA offering.

Emerging players

• Pilot: Tech-enabled bookkeeping, accounting, and CFO services platform focused on startups and small businesses. Represents the emerging tech-enabled competitor challenging traditional CPA firm economics on commodity work.
• Bench: AI-powered bookkeeping platform combining software with dedicated accountants for small businesses. Emerging tech-enabled competitor to traditional CPA firms on commodity bookkeeping services.

Broad incumbents

• Plante Moran: Largest Midwest-based CPA and business advisory firm with national presence. Comparable service portfolio across tax, audit, and advisory, but at materially larger scale and broader geographic reach.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Roth and Company