Jessica R. Roster

CPA, Partner

5000 Executive Parkway, Suite 400

San Ramon, CA 94583

Phone:925.277.9100
Fax:925.277.9552
Email:jroster@lindquistcpa.com

People like Jessica Roster don’t come along every day. When Jessica joined Lindquist LLP in 2000, she immediately demonstrated an extraordinary drive to learn and excel. After tremendous hard work, numerous accomplishments and rising through the ranks at warp speed, Jessica realized her goal:  She advanced from staff to partner in 10 years. Her positive attitude and thirst for knowledge continues to touch those around her every day—clients and colleagues alike.

Group Leadership

One of Lindquist’s largest and most important projects was the conversion to a paperless system. In addition to converting thousands of pages of records and information, it required the creation of countless new processes and procedures that everyone had to master. Jessica played a key role in the project.

“In the past, auditors would have to lug around clunky carts that were like big old heavy suitcases,” says Jessica. “And, with arms full, they’d carry around another container packed with financial papers, and on top of that, another bag with a computer. It was crazy.”

Today, all files are paperless, highly secure and fully backed up. Jessica helped Lindquist make a smooth transition to an electronic system that allows its auditors to respond quickly, work efficiently and give clients exactly what they need when they need it.

“Lindquist readily embraces change and uses the latest technology,” says Jessica. “Change is a constant in our work as technology, standards and rules continually evolve. Clients need and expect us to stay ahead of the curve, anticipate what’s next, lead the way and keep learning.”

The Expertise to Handle Critical Client Issues

Perhaps Jessica’s passion for learning is what makes her an excellent trainer, too.  She helped develop and structure Lindquist’s internal training program, which keeps its team fresh and informed.

“This kind of training gives us the expertise to handle critical issues clients care most about. We’re the ones they turn to and we have to get it right,” says Jessica. “I help train people so they can be excellent auditors, work more cost efficiently and ask the right questions.”

Jessica Helps Others Be Their Best

While training is a formal expression of Jessica’s talents, mentoring allows Jessica to give back to the team in a more personal way—sharing what she’s learned and helping people be their best. Lindquist has an active mentoring program, and employees often request Jessica.

“I think people appreciate being heard, so I try to listen closely. Sharing experiences and insights can provide a real advantage for everyone involved,” says Jessica. “I enjoy seeing people step up to their career challenges and do something good for themselves and others.”

Teaching Business Basics

Jessica also teaches courses for industry associations. She helps business contractors understand the pros and cons of starting a business and the distinctions and tax implications between legal classifications, such as sole proprietorship and incorporation. She also teaches them recordkeeping to ensure they keep a good set of books. And, she does this on her own time.

Responsible for Key Accounts

Because of all of this and more, Lindquist trusts Jessica to take great care of its clients. She works with defined benefit, defined contribution, 401(k), health and welfare, vacation, scholarship and apprentice training funds with 200 to 26,000 participants and $100,000 to more than $1.3 billion in total assets.

Jessica assists charitable, membership and labor organizations with audits, reviews, compilations and return preparation.  These organizations have total assets of $50,000 to more than $23 million.  Jessica also meets Yellow Book education requirements and serves as a quality control reviewer for organizations that require Single Audits in accordance with Office of Management and Budget (OMB) Circular A-133.

Change is a constant in our work as technology, standards and rules continually evolve. Clients need and expect us to stay ahead of the curve, anticipate what’s next, lead the way and keep learning.

While Jessica is off work, she’s spending quality time with her husband and daughter, tending her garden and traveling whenever she can. Italy’s Cinque Terre is her absolute favorite spot.

Education

B.S., University of California, Santa Cruz

Professional Memberships and Activities

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • International Foundation of Employee Benefit Plans

Articles

  • Trustee Expense Scrutiny by the Department of Labor
  • Key Considerations in Implementing an Electronic Recordkeeping System
  • New Form 5500 Reporting and Audit Requirements for 403(b) Plans 

Speaking Engagements

  • Business Entity Structures and Recordkeeping, Local Union Contractor Business Course for New Contractors 
  • Local Union Business Course 
  • Running Your Executive Board, Teamsters Joint Council No. 7
  • How Simple is the Simplification for Employee Benefit Plans?, California Society of Certified Public Accountants Education Foundation,  Employee Benefit Plans Annual Audit Conference