News Category: Firm News

Jordan Dawley, CPA is now a partner at Jones & Roth CPAs
January 27, 2025

Jones & Roth Welcomes Jordan Dawley, CPA, as Newest Partner

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…

Image of Jeremy Prickel, CPA
Image with the 2024 Best Firm for Equity Leadership MOVE Award
October 25, 2024

Jones & Roth CPAs and Business Advisors named one of the Best CPA Firms for Leadership Equity by Accounting & Financial Women’s Alliance

Eugene, Oregon (November, 2024) – Jones & Roth CPAs and Business Advisors was named to the 2024 Accounting MOVE Project as a Best Firm for Leadership Equity again, based on the firm’s 43% of women participating in Partner roles. Jones & Roth boasts … Read more…

Image of Tricia Duncan, CPA
Image of Top Workplace Award logo for Jones & Roth, 2024
October 1, 2024

Oregonian Names Jones & Roth a Winner of The Oregon And Southwestern Washington Top Workplaces 2024 Award 

Eugene, Oregon — For the seventh consecutive year, Jones & Roth has been awarded a Top Workplaces 2024 honor by Oregonian Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner … Read more…

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Image and text with information about 'Financial Considerations & Tax Planning Opportunities for Small to Mid-Sized Businesses' webinar
November 8, 2023

Financial Considerations & Tax Planning Opportunities for Small to Mid-Sized Businesses

Business owners have to keep a number of tax planning and financial considerations on their radar, whether they are just starting out, managing growth, or preparing for an exit. In this webinar, Matt Adams, CFP®, CLU®, ChFC® and Jordan Dawley, … Read more…

Photo of Cathy Burns
Image of the 2023 MOVE Award logo
November 1, 2023

Jones & Roth CPAs and Business Advisors named one of the Best CPA Firms for Leadership Equity by Accounting & Financial Women’s Alliance

Eugene, Oregon (November, 2023) – Jones & Roth CPAs and Business Advisors was named to the 2023 Accounting MOVE Project as a Best Firm for Leadership Equity for the sixth consecutive year, based on the firm’s 43% of women participating … Read more…

Image of Tricia Duncan, CPA
Image of Brandie McNamee and the OSCPA logo
August 22, 2023

OSCPA Member Spotlight: Brandie McNamee, CPA

Jones & Roth is proud to share that our team member, Brandie McNamee, CPA, has been featured by OSCPA with a Member Spotlight. The Oregon Society of CPAs, founded in 1908, is a voluntary association of CPAs and prospective CPAs … Read more…

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A photo of David Roth with the words 'In Remembrance'
March 3, 2023

In Remembrance: David Roth

David Paul Roth Passed away February 12th. David served four years in the Air Force and moved to Eugene, Oregon in 1957 where he graduated from the University of Oregon with a Business degree in 1960. He soon started an … Read more…

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Image of Monica Osborne, CPA/PFS, CKA, RICP, and CorLux advisor, Colleen Wallace, CPA, CKA
December 1, 2022

CorLux Financial and Jones & Roth Financial Advisors Join Forces

Jones & Roth Financial Advisors, LLC announced on Dec. 1, 2022 that it has acquired Eugene-based financial advisory firm CorLux Financial. The two firms have joined forces to deliver exceptional financial advisory services to clients throughout the Pacific Northwest. “We’re … Read more…

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Image of leaves illustration that says Offices Closed November 22-26
October 28, 2022

Jones & Roth offices closed Thanksgiving week to give team members time to recharge

The leadership team at Jones & Roth has announced that all three offices will be closed during the week of Thanksgiving, from November 21–25 in order to give team members an opportunity to relax and recharge. The past two and … Read more…

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Image of Tricia Duncan, Jeremy Prickel, and Robin Matthews
March 9, 2022

Looking Back & Leading Forward

From a small accounting duo to one of the Pacific Northwest’s most trusted firms, Jones & Roth CPAs & Business Advisors looks back on its 75 year history. Download a printer-friendly PDF of this article It’s remarkable for just about … Read more…

Vanessa Salvia
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