Roger Jones, CPA

Roger is an experienced CPA with deep expertise in auditing, tax, accounting, regulatory compliance, and financial reporting. His clients span a wide range of industries, including construction, financial institutions, closely held businesses, not-for-profits, and high-tech companies. He is frequently sought out for strategic planning, business succession, M&A support, and interpreting complex accounting standards.Roger began his career at Coopers & Lybrand (now PwC), where he developed a strong foundation serving public companies and private businesses. Since then, he has held senior roles at national CPA firms and served as CFO for financial institutions, including a bank holding company and a community bank he helped launch. He also oversaw several CUSOs offering financial and advisory services.A recognized expert in the credit union space, Roger frequently presents at industry events and has contributed to regulatory discussions on governance, compensation, and compliance.Roger holds a bachelor’s degree in Business Administration with a concentration in Accounting from the University of Washington. He is a member of the AICPA, WSCPA, and the Institute of Internal Auditors. Known for his collaborative approach, Roger values the long-term relationships he builds with his clients as much as the technical work itself.