Roth&Co Tech Stack

Top-150 accounting firm with tax, audit, and advisory services across five locations

Financial Services Global 201–500 employees Partnership

Roth&Co operates a partnership-based accounting practice anchored in tax compliance and audit services, with a tech stack heavily weighted toward client accounting and tax software (QuickBooks, CCH Axcess, Bill.com) rather than in-house engineering. Active hiring is concentrated in finance and support roles at senior and managerial levels—a profile consistent with service-delivery scaling rather than product or platform build. Their pain-point mix (cross-selling, process inefficiencies, quality control, risk mitigation) reflects typical mid-market accounting firm challenges around capacity management and client coordination.

Tech Stack 17 technologies

Core StackQuickBooks Jira Azure AD Bill.com Excel CCH Axcess Windows Microsoft 365 Teams OneDrive LAPS OneNote QuickBooks Online CCH Word Outlook

What Roth&Co Is Building

◆Challenges

Managing multiple high-demand projects
Cross-selling service expansion opportunities
Process inefficiencies
Streamlining administrative workflows
Managing multiple engagements and deadlines
Risk identification and mitigation
Continuous improvement of quality control system
Annual assessment of quality management effectiveness
Peer review coordination
Identifying areas of risk

▲Active Projects

Development of rotating top five quality improvement focus areas
Coordination of triennial peer review process
Annual update of engagement letters and templates
Offshore audit engagements

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Finance

Support

Seniority

Senior

Manager

Junior

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About Roth&Co

Roth&Co is a U.S.-based CPA partnership ranked among the top 150 accounting firms, operating across five global locations. The firm provides tax compliance, tax controversy resolution, audit services, and advisory work to individual, corporate, and nonprofit clients, with specialized expertise in areas including HUD compliance, estates and trusts, and private company audits. As a member of the BDO-Seidman Alliance, the firm combines local independence with access to multinational resources. Active projects center on quality assurance (peer review, engagement letter updates, quality control enhancements) and service delivery (offshore audit engagements and cross-sell expansion). The firm is hiring across finance and support functions in the U.S., Canada, and Philippines.

HeadquartersGlobal

Company Size201–500 employees

Hiring MarketsUnited States, Canada, Philippines

Frequently Asked Questions

What technology does Roth&Co use for accounting and tax work?

Roth&Co uses QuickBooks (desktop and Online), CCH Axcess and CCH for tax software, Bill.com for payment processing, and Microsoft 365 tools (Teams, OneDrive, Outlook, Word) for collaboration and communication.