Market leadership As Oregon's leading CPA firm with 51-200 employees and revenue between 100M-250M, Jones & Roth demonstrates stability and scale that can be leveraged to upsell advanced consulting, risk management, and comprehensive outsourcing services to mid-market nonprofits and healthcare organizations.

Industry focus Strong specialization in nonprofits, affordable housing, FQHCs, construction, medical and dental clinics signals opportunities to cross-sell governance, internal controls, grant accounting, retirement plan audits, and healthcare compliance advisory to existing clients and similar prospects.

Key partnerships Recent partnerships and client events with financial institutions like Columbia Bank and active client appreciation programs indicate openness to co-sell, referral partnerships, and bundled financial services that could expand audit, advisory, and banking integration offerings.

Leadership momentum Executive promotions and long-tenured leadership, such as a Co-Managing Shareholder appointment and partner promotions, create a narrative of stability and growth that can be used to position strategic advisory services, succession planning, and technology-driven efficiency initiatives to target clients.

Tech-enabled services Adoption of QuickBooks Online, Xero, Power BI, and other modern tools presents a selling point for clients seeking cloud-based, data-driven accounting, analytics, and automated workflows; target mid-sized organizations aiming to modernize their finance functions and reporting.