Every Journey Starts With a First Step

Tell us a bit about yourself and we’ll follow up to see how we can help—it only takes a minute and we’d love to hear from you.

Name

First Name

Last Name

Phone

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Where are you located?

Business Name

Where are you in your business journey?

What services are you interested in?

Check all that apply.

Business Tax Prep

Individual Tax Prep

Tax Planning & Advising

Bookkeeping & Payroll

New Business Setup

Not Sure Yet

Tell us a little about yourself and what you’re looking for—we’re all ears.

Sign me up for the Roam Report—practical updates, helpful tips, and tax reminders.

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FAQs

We specialize in QuickBooks Online, QuickBooks Payroll, and Gusto. This focus lets us deliver more consistent, efficient support for our clients.
Absolutely. We can guide you through setup or migration from other systems to QuickBooks Online or Gusto, and help you get started with the right structure from day one.
Our focus is on long-term partnerships, but we occasionally take on one-time work if there’s a good fit. Reach out and tell us more about your situation.
Yes—we’re a fully remote firm and support individuals, small businesses, and nonprofits across the U.S.
We work with both. While many of our clients are business owners or nonprofit leaders, we also support individuals with tax planning, filing, and related financial needs—especially if they have self-employment income, rental properties, or other complexities.
We keep things simple and responsive. You'll have access to shared tools, regular check-ins when needed, and answers to your questions without the jargon. Most communication is handled remotely through secure platforms, so you can focus on your work—not chasing down paperwork.