Services
1. Bookkeeping
2. CFO Advisory
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.
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
"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 me peace of mind and time back with my 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."
"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."
"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."
"Two Roads' team members are incredibly helpful, and they help with kindness. They're very responsive and timely, and they try to find solutions for non-routine requests. They aren't "no" people. Meaning, they aren't the type of people whose first answer to a question or request is "no." Rather, they try to find ways of saying yes. I'd recommend them to anyone."
"My company, Graphic Creations migrated to Two Roads late in 2019. It was best decision I have made related to my accounting. My financial reporting is exceptional and usually to me by the 10th of the Month. I love how accessible they are the amount of transparency that I have with all my information."
"I'm the CEO of a small business and I've used Two Roads Co services for about 8 years. I couldn't run my business without them. Our bookkeeper, Taylor Carlisle, is super responsive, knowledgable and a cheerleader for our success. Highly recommend!"
"Two Roads provided an amazing level of support for our non profit. As we moved from small to medium sized, they helped us keep track of a payroll that can be 70 plus folks now. They provide the reports I request in a timely manner and they genuinely want to know how they are doing and if there any areas they can improve. Super grateful for our relationship with them, recommend them highly."
