Practice owners know that retention challenges, salary inflation, and rising employee expectations have been increasingly difficult to manage. According to the 2024 DentalPost Dental Salary Survey, salaries rose by 11% for hygienists and office staff. However, nearly 45% of those … Read more…
It may sound like something out of a blockbuster science fiction movie: digital transformation. Yet, it’s a very real trend in many industries, including construction. The term refers to a business’s conscious effort to integrate digital technology into every area … Read more…
Bend, OR (January 27, 2025) — Jones & Roth, a top 300 CPA and consulting firm, is pleased to announce the promotion of Jordan Dawley, CPA to Partner effective January 1, 2025. Jordan is a leader in Jones & Roth’s … Read more…
There are over 70,000 retirement plans audited in the US by CPA firms every year. The vast majority of these take the form of the traditional 401(k) plan, and over 3,500 audit firms in the US perform these audits. A … Read more…
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. In another twist for small-business owners, a federal court has once again halted the Corporate Transparency Act’s (CTA) beneficial ownership information (BOI) reporting requirement. On Thursday, December 26, a Fifth Circuit Court of Appeals panel … Read more…
As a dentist, you’ve worked hard to build a successful practice. Your clinical skills are top-notch, your team is efficient, and your patients trust you with their oral health. But when it comes to growing your practice and ensuring long-term … Read more…
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. On Monday, December 23, 2024, the Fifth U.S. Circuit Court of Appeals lifted the nationwide injunction issued earlier this month against the Corporate Transparency Act (CTA). Monday’s ruling revives the immediate enforceability of the CTA, … Read more…
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. On December 3, 2024, a Texas district court order placed a nationwide preliminary injunction on enforcement of the Corporate Transparency Act (CTA), placing the Beneficial Ownership Information (BOI) reporting requirement and its January 1, 2025 deadline on hold. The Department of Justice … Read more…
Contractors often struggle to find suitable buyers for their companies when they’re ready to retire or otherwise move on. That may be why many construction businesses implement employee stock ownership plans (ESOPs). These plans offer a gradual exit strategy and … Read more…
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a casualty. The idea of establishing a plan could evoke … Read more…
Partner & Shareholder
Kim is a member of the Employee Benefit Audit and Private Company Service teams and focuses on providing assurance and advisory services to these client groups.
As a student at Oregon State University, Kim interned at Jones & Roth. After graduation, Kim worked for a large firm in Portland, before leaving to explore the private sector. She had a young family and was looking for flexibility and professional growth which she didn’t find in private. She reached out to Jones & Roth about creating a FlexPath that would allow her to continue to advance professionally while working reduced hours.
Kim continued on a FlexPath for several years before transitioning to a ClassicPath and taking on leadership responsibilities in 2020. She appreciates the flexibility and support Jones & Roth provides her as her life changes.
Partner & Shareholder
Nicole McOmber is the leader of the firm’s Healthcare team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across the Pacific Northwest.
Straight out of high school, Nicole knew she wanted to be an accountant and she was interested and worked with the nonprofit niche originally. She soon found that her passion was actually doing tax and advisory work, especially when she saw how her husband’s business could be positively impacted by this. She especially enjoyed working in the Healthcare industry and began honing her expertise to serving medical practices and clinics across the Pacific Northwest. Nicole is now recognized as one of the top Healthcare CPAs in Oregon and is a frequent speaker at healthcare educational conferences and events.
When she started at Jones & Roth, her children were young and she found that each year going forward was different than the last, in terms of work/life balance. “Having mentors and a team surrounding me really helped me adjust when I needed to.”
Partner & Shareholder
Evan is the leader of the Employee Benefit Audit team and Co-Leader of the Construction Niche. He works with a variety of small business, investment funds and individual clients.
As a Business Management major in college, Evan Dickens didn’t start out to become an accountant. However, accounting was one of the core classes and he found that it just made the most sense to him. The help and guidance of some wonderful professors at George Fox University helped to lay out the path and his major was changed to Accounting!
When looking for internships in college, one of those professors said, “you may want to look into Jones & Roth.” The recruiting process was a little different back in 2001: Evan printed out his resume, drove over to the Hillsboro office, and asked about possible internships. That day he got to meet with a manager, as well as a partner, and the next week was offered an internship. Once out of college, he had the opportunity to work for a ‘Big 4’ firm, but chose Jones & Roth and has stayed ever since.
Early in his career, Evan explored a variety of industry and technical niches, including municipal governments, nonprofits, healthcare, financial institutions and more. He discovered a passion for working with contractors and small business owners. And, after working on several employee benefit plan audits, he saw an opportunity for the firm to become experts in the area and with his guidance, the niche has grown to be one of the largest EBP Auditors in the state, with clients across the country. “That was a chance for me to create a path and a focus for my career,” he says, and it was something I never expected to enjoy working on.”
Partner
Michael specializes in providing tax, financial statement and advisory services to multi-generational family owned businesses across Oregon. He is a key member of the Family Business Team.
Michael is a ‘Career Changer.’ In college he earned a degree in Journalism, and then worked as a federal background investigator for 12 years, which required a whole lot of travel. When he and his wife were beginning to plan their family, he decided to change careers and landed on Accounting because he saw great opportunity in this field.
When choosing a CPA firm, it was a natural fit to join Jones & Roth because of the chance to move to Eugene to be closer to his extended family, as well as having existing connections with a few Jones & Roth team members. He has enjoyed building relationships with mentors and co-workers.
