Services

We’re passionate about helping businesses succeed. In order to do that, we focus on three areas that we believe we’re best at: Bookkeeping, CFO Advisory and Assistant Services.

1. Bookkeeping

2. CFO Advisory

3. Assistant Services

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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.
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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.
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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