Roger A. Jones, CPA
Roger A. Jones, CPA | firstname.lastname@example.org
AREAS OF EXPERTISE:
- Auditing, Tax and Accounting
- Regulatory Compliance
- Financial Reporting
- Contractors and Builders
- Closely Held Business
- Financial Institutions
- Not-for-Profit Organizations including Faith based Organizations
OUR GO-TO CPA FOR:
- Strategic Planning
- Business Owner Succession Services
- Merger & Acquisitions
- Interpretation of Complex Accounting Rules
- A-133 and Single Audit reporting/compliance testing
Roger took his first accounting class and so because his father told him to … well, his father highly recommended the accounting profession.
From the age of thirteen on, Roger was working full-time when not in school by helping his dad’s construction business, working in the berry and fruit farms of Washington State or just mowing lawns. When he was 17, his dad told Roger he needed to plan on getting a desk job and suggested bookkeeping. Roger admired his dad and respected his advice, so he took a junior achievement accounting class and also learned typing (68 wpm!).
After graduating from Bellingham High School, Roger attended the University of Washington and joined the national accounting fraternity Beta Alpha Psi (yes, bean counters have their own fraternity). Upon graduation, he landed his first job as an accountant – working as an auditor at the national accounting firm of Coopers. & Lybrand (now PriceWaterhouse Coopers).
Roger’s clients included public companies, family-owned businesses and even a large number of construction companies and banks. He learned how real-world businesses worked and helped clients solve some of their complex problems. An added benefit was getting out of the office to see his clients in action at their place of business.
Since the beginning of his career, Roger tenured at several national CPA firms. He went on to hold several executive-level finance positions at lending organizations in Oregon and Washington; both as CFO of a $1 billion bank holding company and as a CFO /Founder of a De Novo community bank. During this period in his career, Roger was responsible for three different CUSO organizations that provided mortgage lending, settlement services and advice to its parent organizations.
Roger has been auditing credit unions and CUSO organizations for more than 25 years. As a recognized credit union expert, he is a frequent presenter at firm sponsored events, at financial literacy training sessions, CUES round table meetings, and the NWCUA annual convention. Roger served as an expert panelist on the D.F.l.’s round table discussion regarding the tax and internal control implications associated with Board of Director compensation programs.
Today he serves as managing partner at Hauser Jones & Sas, helping clients in a wide variety of industries as an auditor, consultant, CPA and overall financial resource. Most of the firm’s closely held business clients are under 500 employees; Roger helps them power the American economy by improving profits, minimizing taxes, and finding efficiencies.
Throughout his career, Roger has made friends with a lot of clients because they spend so much time together during each annual engagement – even today some of his best friends started out as audit clients; which is one of the main things he loves about being an accountant. It’s the people (not the numbers).
Roger is a member of the Institute of Internal Auditors Ill- Financial Services Group, the American Institute of Certified Public Accountants (AICPA) and the Washington Society of Certified Public Accountants (WSCPA).
Roger earned a bachelor’s degree in Business Administration, with a concentration in Accounting from the University of Washington.