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Name: Two Roads
Price range: $

Bookkeeping CFO Advisory Tax

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Bookkeeping

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Account Reconciliation

We keep track of income & expenses so you know where all of your money goes.

Financial Reporting

Your bank statements only tell you so much. Receiving monthly reports like a profit & loss statement and a balance sheet give you a true picture of how your business is doing!

Payroll

Managing your own payroll can end up being very costly. Let our experienced accounting team keep you compliant and take this major “to-do” off your list!

Pay Bills

Tired of the manual processes of printing checks and paying bills online? Our bill pay service can help ease the time burden of this mundane task.

Controller

Cash Flow Management

Short-term Cash Flow Management helps plan for upcoming expenditures that are vital to your business operations. This level of reporting helps identify timing and funding methods for investments to optimize the financial health of your business!

Complex Accounting

Our Controller team streamlines more complex processes such as accruals/prepaids, new software implementation, integration, and more, providing clear documentation for your bookkeeping team.This includes customized reporting based on your business needs!

Accounting Systems

When your business requires complex accounting, our Controllers specialize in maintaining efficient systems that keep the bookkeeping engine running!

Multi-Entity Support

For inter-company transactions, your Controller will assist the bookkeeping team with detailed documentation processes, ensuring a clearly defined financial relationship between the entities. Monthly reconciliations are done to tie out the balances in each set of books.

CFO Advisory

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Budget Creation

Your Two Roads CFO will partner with you to 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 help you march toward your business goals.

Metrics Dashboard

Create relationships between the actions you take and the money you make using metrics data customized for your business.

CFO Consulting

Participate in recurring consultations to dialogue about strategic decisions, company vision, and goals for the future!

Tax

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Tax Preparation Year-Round

The best way to prepare for tax season is to plan throughout the year. We'll have consistent conversations to make sure your business stays proactive year-round, not just during tax season.

Minimize Taxes

We equip you with the information needed to ensure you are able to maximize deductions and minimize taxes!

Simple Process

Filing your taxes shouldn’t feel overwhelming! We help you navigate the process with ease and take the surprise out of federal, state, and local filings.

Tax Projection

Based on your business specifics and structure, we’ll provide a tax projection so you can be as prepared as possible for upcoming tax filings.

"We've worked with Two Roads since 2012 and it's been a great decision for our business. We can rely on our finances because we know they're in good hands, and it's one less thing we have to worry about. Our bookkeeping team is knowledgeable and approachable—we're grateful to have that peace of mind."

Lindsey Hatcher, Hatcher Hill

"We have been using Two Roads for about 2 years now after working with multiple other companies who only caused us headaches. Two Roads has been able to help streamline and alleviate so much for us, saving us time we can utilize elsewhere in our business. The bookkeeping team is always quick to respond and help us with questions and needs! We can't thank Two Roads enough!"

Carly Benewith, Mountain Air Marketing

"I don't know where we'd be without Two Roads. As a small business owner, my priority is growing sales and client relationships. I do not have time (or patience) to spend on taxes. Two Roads came to the rescue with their handy client portal, an easy check list of documents needed, timelines, and quick meetings to touch base on questions and next steps. They are professional, knowledgeable and efficient. Thank you, Two Roads!"

Calli Baartman, Hatch Promotions

"The Two Roads tax staff was on top of our taxes from the beginning until filing day. The Two Roads staff didn’t just fill in the blanks using data we supplied, Two Roads was proactive in the preparation of our taxes throughout the year. The Two Roads staff became knowledgeable of our business and as a result was able to save Phoenix more than enough to cover the annual agreement costs."

Mike Swingley, Phoenix Defense Group

"We have used a fractional CFO as part of our team for several years. It has been a blessing and has benefited us in a big way, especially in the area of an annual budget, monthly financial reviews of P&L’s, ongoing budget review, cash flow projections and asking us the hard questions. Having our CFO has disciplined us, made us more accountable, and kept us more informed of our ongoing and potential future financial situation."

Dale Widmer, Petro's

"We have more visibility and more command. We understand intimately what everything means and all the different levers that can be pulled to make an impact on the business. I would say a lot of that is attributed to this [CFO] relationship and I can’t put a number on the value to that."

Paul Sponcia, The IT Co.

"Two Roads has been excellent to work with! We can't say enough good things about our CFO. We go over strategies of what we should plan for, and go over our yearly goals and track how we are performing. It is very important to know how your company is performing and make adjustments accordingly to make the best outcome for everyone. Two Roads helps us do that."

Brian Choate, Choates

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