Simple, Strategic Services Built for the Journey

Whether you're launching, growing, or recalibrating, ROAM delivers clear, dependable accounting support—designed to simplify and support your next step.

Our Services

Whether you're just starting out or finding your stride, ROAM offers modern, practical financial services to support your journey—every step of the way.

A black and white line drawing of a man in glasses and a beard, wearing a t-shirt with the word "RUN" on it, holding a smartphone in his left hand. The background is plain white.

Accounting & Payroll

Ongoing bookkeeping and payroll made simple. We keep your financial operations organized and up to date—so you can focus on running the business.

A blank white square image with no visible objects or details.

Tax Planning & Compliance

We take a forward-looking approach to taxes—filing on time, reducing surprises, and helping you make smarter decisions.

Drawing of a house with a chimney, trees, and a path leading to the front door.

New Business Setup

Launching something new? We’ll guide you through choosing the right entity, setting up your financial systems, and laying a strong foundation for growth.

Empty white square image with no visible objects or details.

Advisory & Strategy

Need a financial sounding board? We offer personalized guidance for planning, growth, and decision-making—so you’re not navigating alone.

Black and white line drawing of a cartoon ghost with a rounded head, two eyes, and an open mouth, floating with a wavy bottom edge.

Get Back on Track

Behind on your books or dealing with a mess? We help untangle past records and clean up your financials, so you can get clarity and move forward confidently.

A white background with no visible objects or details.

Simplifying Systems

We help implement the right tools—so your processes are efficient, scalable, and built to support your business as it grows.

How We Work

We keep our systems simple—for your sake and ours

At ROAM, we believe in doing a few things really well—so we focus on systems that keep things simple, secure, and efficient for everyone. By standardizing our systems, we’re able to offer faster onboarding, cleaner communication, and fewer surprises. We use trusted platforms like QuickBooks Online and Gusto, and we’ll help you get up and running with ease if you’re not already there.

A black outline of a cat sitting on its hind legs with a raised paw, facing to the right.

Smart Tools, Not More Tools

We work exclusively in QuickBooks Online and Gusto to keep everything streamlined and accessible from anywhere.

Icon of a checkmark inside a circle with ribbons, representing achievement or certification

Your Own Secure Client Portal

Easily upload, sign, and track documents using our modern portal—no email threads or lost files.

The image shows an analog clock with a white face, black hour and minute hands, and black numbers indicating hours, with a second hand also present.

A Smooth Start

We guide you through onboarding step by step—so nothing gets missed and everything starts off right.

Let’s Build Your Financial Backbone

The Path Forward

Start by telling us a little about your needs—what’s working, what’s not, or what you’re building. We’ll review everything and reach out personally to see how we can help.

Get Started