How Much Did Jones & Roth Raise?
Funding & Key Investors

Jones & Roth, a prominent CPA advisory firm, has secured $1M in total capital, with a recent major strategic investment of $1M. This significant backing underscores the firm's established position and its ongoing growth trajectory within the financial services sector.

What is Jones & Roth?

Jones & Roth
Business ServicesAccounting for Legal Practices

Jones & Roth is a premier CPA advisory firm headquartered in Oregon, boasting over 75 years of experience in delivering comprehensive financial services to businesses, nonprofits, and individuals. The firm operates across Eugene, Bend, and Hillsboro, offering a diverse suite of services including meticulous tax preparation, strategic financial advisory, and detailed retirement plan audits. Their specialized teams cater to a variety of industries, such as healthcare, construction, and family businesses, ensuring clients receive tailored support to achieve their financial objectives. Jones & Roth is recognized for fostering robust client partnerships and maintaining a high standard of operational excellence.

How much funding has Jones & Roth raised?

Jones & Roth has raised a total of $1M across 1 funding round:

2020

Debt

$1M

Debt (2020): $1M with participation from PPP

Key Investors in Jones & Roth

PPP

Public-Private Partnership

What's next for Jones & Roth?

With the recent infusion of capital, Jones & Roth is poised for continued expansion and enhancement of its service offerings. The major strategic investment signals confidence in the firm's business model and its capacity to navigate complex financial landscapes. This backing will likely fuel initiatives aimed at broadening market reach, investing in advanced technological solutions for client services, and potentially expanding its team of seasoned professionals. The firm's focus on key sectors and its long-standing reputation suggest a strategic approach to leveraging this capital for sustainable growth and reinforcing its leadership in the Oregon financial advisory market.

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Frequently Asked Questions Regarding Jones & Roth Financial Insights

What are the most recent funding rounds that Jones & Roth has completed, and what were the funding rounds?
Jones & Roth has recently completed 1 funding rounds: Debt on Apr 15, 2020.
What is the total amount of funding Jones & Roth has raised to date?
Jones & Roth has raised a total of $1M in funding to date.
How many funding rounds has Jones & Roth completed?
Jones & Roth has completed 1 funding rounds.
How much funding did Jones & Roth raise in its most recent funding round?
Jones & Roth raised $1M in its most recent funding round.
Who are the lead investors in Jones & Roth's latest funding round?
The lead investor in Jones & Roth's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Jones & Roth's history?
The largest funding round in Jones & Roth's history was $1M.
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