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- About
- Services
- Assurance
- BUSINESS SERVICES
- Advisory Services
- Forecasting & Projections
- Buy-Sell Agreements
- Capital & Equity Funding
- Business Strategy & Decisions
- Sell-Side Due Diligence
- Forensic Accounting
- Internal Control Analysis & Assessment
- Business Valuations
- Business Management Consulting
- Other Advisory Services
- Litigation Support
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- Financial Statement Analysis
- Quality of Earnings Report
- Estate Planning
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- Tax
- Tax Resolution
- School Management Solutions by SMS
- Wealth Management by Equinum
- Industries
- For-Profit
- ConstructionIn the construction industry, the uneven nature of cash-flow requires industry-specific financial planning. At Roth&Co our experienced team provides contractors, engineers, architects, developers and suppliers with timely advice and a full suite of services to help them remain profitable through all stages of their business’s growth and development.
- EducationIn addition to our full range of services for businesses and non-profits, Roth&Co will provide a team assembled for your unique organization to provide additional industry-specific consulting for educational institutions, assisting clients in achieving their financial and programmatic goals, putting your institution in a position of strength and growth.
- Finance & InsuranceRoth&Co provides strategies, planning and regulatory advice to broker-dealers, hedge funds, investment partnerships, security transactions, and private placements. With nearly forty years of experience in the financial services industry, both nationally and globally, we can be your trusted guide, providing a comprehensive suite of client-centered solutions with a team-based approach.
- Food ServicesFood and beverage service providers operate in an extremely competitive field, providing little room for inefficiencies. From developing policies and procedures that maximize profits and create the room you need for your business to grow, to budgeting and inventory management, Roth&Co’s food and beverage team will be there to help you make informed decisions every step of the way.
- Gaming
- Healthcare Services
- High Net-Worth IndividualsRoth&Co can help you achieve your personal financial goals, from managing wealth to budgeting expenses. Knowing that money is all about creating those moments that matter, Roth&Co allows you to make the most of what you have earned.
- InvestmentsWith four decades in the industry serving broker-dealers, including firms specializing in retail sales, specialist firms, investment bankers and corporate financiers, Roth&Co identifies your needs, and designs custom solutions. No matter what the industry, Roth&Co is your advisor to help you make the most of your assets.
- Manufacturing, Retail & WholesaleWith the rise of imports, manufacturers operate in an increasingly competitive landscape. As a community-minded purpose driven company, Roth&Co is committed to seeing manufacturing succeed in America. In this environment, manufacturers and distributors must rely on objective, proven guidance they can use to anticipate challenges and maximize profit. This is where the Roth&Co team can make all the difference.
- Personal & Professional ServicesAs a professional service based company, Roth&Co understands your desire to meet your clients’ needs. We take on the responsibility of providing you with the services you need, so you can do the same for your clients. Allow our experts, with decades of experience in the industry, to guide your through your tax and accounting needs.
- Real EstateThe real estate industry is highly volatile and subject to numerous changes and pressures. Players in this industry need a team that can help predict trends, plan for changes and respond to the unexpected. Roth&Co provides you with the roadmap needed to be an efficient and profitable player in the real estate market, whether you are an investor, buyer or developer.
- State and local governments
- NonProfit
- CongregationsAll organizations need accurate bookkeeping and accounting software. Congregations are no different. Preoccupation with future plans, expansions and the needs of their members can cause congregations to overlook accounting and their financial records, which can lead to financial crisis or audits for which they are unprepared. At Roth&Co our not-for-profit team will be there to make sure your congregation’s finances run smoothly every day, not just when crisis strikes.
- EducationIn addition to our full range of services for businesses and non-profits, Roth&Co will provide a team assembled for your unique organization to provide additional industry-specific consulting for educational institutions, assisting clients in achieving their financial and programmatic goals, putting your institution in a position of strength and growth.
- Foundations & TrustsRoth&Co’s not-for-profit team can help your foundation make the most of its endowments, so that you can reach your full potential. We will guide you on a full range of financial matters, with a dedicated team equipped with industry-specific expertise to help you improve effectiveness, reduce risk and streamline processes.
- Social Services OrganizationsYour social services organization has unique accounting requirements, and Roth&Co has decades of experience providing them. Our team will be your expert guide on specific financial challenges, with expertise in regulation, governance, revenue generation, public funding and tax reporting and filing. We deliver solutions that can help you increase constituent value, improve productivity, reduce risks, contain costs, increase effectiveness and streamline processing. We can also assist in identifying areas of revenue generation that could help mitigate impending cuts in appropriations and decreases in charitable contributions.
- Special Needs OrganizationsWhether it is reductions in public funding, flat donor activity, increased demand for services, or even proper and complex accounting requirements, your special needs organization deals with significant financial and operational challenges. Roth&Co’s non-profit audit, tax and advisory professionals has spent decades working closely with a variety of agencies and organizations, and can create a team to improve your organizational effectiveness and keep you on the track to success.
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