What is Jones & Roth?
Established over 75 years ago, Jones & Roth operates as a premier CPA advisory firm with a robust presence in Eugene, Bend, and Hillsboro. The organization distinguishes itself through a client-centric model that integrates tax preparation, comprehensive financial advisory, and complex retirement plan audits. By maintaining deep-rooted expertise in niche markets such as family-owned enterprises and nonprofit organizations, the firm has solidified its reputation as a trusted partner for fiscal management. Their operational excellence is defined by a multidisciplinary approach that aligns technical accounting precision with strategic business consulting, ensuring that clients navigate regulatory and economic shifts with confidence.
How much funding has Jones & Roth raised?
Jones & Roth has raised a total of $1M across 1 funding round:
Debt
$1M
Debt (2020): $1M with participation from PPP
Key Investors in Jones & Roth
PPP
Public-Private Partnership
What's next for Jones & Roth?
Looking ahead, the infusion of capital signals a pivotal phase of growth for Jones & Roth as it seeks to modernize its service delivery and expand its footprint. The firm is expected to leverage this financing to invest in advanced digital accounting technologies and talent acquisition, ensuring that its advisory teams remain at the forefront of industry standards. By prioritizing the integration of data-driven insights into their existing service framework, Jones & Roth aims to provide even greater value to its enterprise-level clients. This strategic trajectory suggests a focus on sustainable scaling, reinforcing the firm's legacy while adapting to the evolving demands of the modern financial advisory sector.
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