Services
1. Bookkeeping
2. CFO Advisory
3. Assistant Services
Bookkeeping
- Setup and Maintenance of QuickBooks Online (QBO). It’s the gold standard in accounting software that allows us to stay up-to-date with features and changes.
- Reconciliation of your bank & credit card accounts. Another way to say it? We keep track of where all of your money goes.
- Financial Reporting. Your bank account only tells you so much. Reports like a profit/loss statement & balance sheet give you a true picture of how your business is doing.
- Payroll. Please, don’t do your own payroll. The costs associated with doing it wrong are not worth it. Trust us – we have stories.
- Paying the bills. Have you stopped to consider how much time you spend doing this splendid activity? Not to mention keeping up with due dates, amounts, late payments, etc? Let us make your life easier.
CFO Advisory
- Financial Support & Problem Solving. Get your own experienced sounding board to bounce ideas off of and transform them into an actionable plan.
- Budget Creation & Management. Your Two Roads CFO will develop an annual plan for your money to best accomplish your goals.
- Cash Flow Forecasting. By effectively navigating the tension between stability and outflow, your CFO can maximize your business outcomes.
- Metrics Dashboard. Create relationships between the actions you take and the money you make.
- CFO Consulting & Advisory. Participate in quarterly consultations to dialogue about strategic decisions, company vision, goals and concerns for the future.
Assistant Services
- Inbox Optimization. Imagine cutting in half (or more) the amount of time you spend each week in your inbox. Now that sounds good, doesn’t it?
- Calendar Scheduling. Get even more time back by letting your Assistant schedule and confirm meetings in your calendar, all with a personal touch and the smarts to keep track of your specific preferences.
- Tasks done right. Whether they’re repetitive weekly tasks such as invoicing, one-off projects like researching affordable furniture for your office or personal needs (booking a babysitter, perhaps?), your Assistant can handle the tasks that are taking up precious time that you could be using to grow your business and spend with family. Explore more here.
What you’ll find here: Friendly, responsive and proactive financial support at a fixed rate. Like just about everything at Two Roads, we’ve taken a unique approach to an age-old industry.
If any of the above sounds too good to be true, don’t leave it there. Schedule a quick call and we’ll get you a price. It truly is that simple.
Testimonials
“LOVE these guys!! Could not have asked for a better, more personal company to help me with my bookkeeping and accounting needs. I know that Two Roads is just as committed as I am to making my business thrive and be successful!”
“What I love about Two Roads is that everything they do is with intentionality and excellence. They met me exactly where I was in my business and they took the time to answer all my questions. They have given me the freedom to run my business with the assurance that finances are being taken care of.”
"Being a small business owner I quickly realized that as business increases so do my responsibilities. Keeping track of the numbers was one task that I repeatedly put off, but I was operating in the dark. Two Roads has given my wife and I peace of mind and time back with our family."
"I went to dental school to become an expert at cleaning and fixing teeth, not to learn how to run a business. Two Roads consistently gives me the information I need to not only run but grow my practice. They are efficient, professional and kind. Having Two Roads in place allows me to spend my time in the most profitable way possible."
"Our business is very fast paced with very little margin. With Two Roads I am able to get off the computer to manage my staff and work on the business. It has provided us the information to scale and add multiple locations."
"Two Roads is in the business of freedom. They free up my time so I can focus on what I need to - growing my business.I recommend Two Roads to all of my fellow business owners. They've helped me achieve more freedom, and I know they can do the same for you."
"The professionals at Two Roads are top of the line when it comes to taking care of our medical practice. Even with the complex nature of our business, Two Roads has been able navigate seamlessly. They have taken the time to learn about our unique situation so they can meet our needs and help us project the future accurately. I could not be more satisfied with the services Two Roads provides and highly recommend any medical practice to utilize them for their bookkeeping expertise."
"Two Roads hasn't just given me a bookkeeper. They've given me a system and an awesome team. But most importantly, they have given me the confidence of knowing that my books are being done right, freeing up my time to focus on the growth of my business and success for my clients."
