About Us

Founded by Robin O’Connor in 2009, ROI Bookkeeping Inc. is an accounting firm for small to mid-sized businesses specializing in filling the gap between clerks and CPAs. ROI coordinates with the business owner’s tax accountant to effectively and efficiently meet the client’s financial needs, maximize tax savings and minimize fees.

ROI is guided by Robin’s 30 years of accounting experience and shaped by her knowledge of the unique needs of tax agencies in financial statement preparation. After moving back to her hometown of Kansas City, Robin began hunting for opportunities to better balance her family and career aspirations, and she found this balance in independent accounting and consulting work. Since then, her client list has steadily grown by word-of-mouth and referral.

By 2021, demand outpaced her solo capacity and ROI has since expanded to a five-person team, with each person adding unique expertise and intentionality to the firm. The team includes Veronica Hanson, Jaime Taylor-King, and Lyss Bezner. Powered by each team member’s expertise, ROI services businesses from local veterinarians, to mom-and-pop retail stores, and even national IT consultants.

Our core values – consistent and transparent communication, accuracy, confidentiality and trust – have not changed. Our clients know and depend on these values, and each client’s trust in us increases our responsibility to keep it. And ROI is ready for the next step. In our commitment to building and maintaining client relationships, ROI is looking to expand our clients’ awareness of their financial health and empower them to truly understand the operations of their business.

Don’t wait too long to start your books, after you’ve started-up! With ROI, you can have the confidence to tackle the intricacies of IRS regulations and filings, and the guidance you need to navigate your business processes to keep your business and books clean.

Very few bookkeeping services are capable of providing “ready to file” Financials to a Tax Accountant. ROI will give you and your Tax Accountant the most complete Year-end Financials possible.

We know our clients enter into entrepreneurship to share their passion and expertise with their customers, and not every client is interested in education in accounting. We are here for those people too. ROI is passionate about powering your passions – whatever they are.

Check out our Services to see how ROI can power your passions.

What We Work With

ROI utilizes dozens of banks, accounting platforms, payroll services, POS systems, and more.
Don’t worry – you’ll fit right in.

Accounting Platforms

QuickBooks Online | ECI Team Design | Xero

Payroll Services

QuickBooks Payroll | Square Payroll | Toast Payroll | Bamboo HR | RunPayroll | Paychex | OnPay | Gusto | ADP

POS Systems

Square | Stripe | Rebel | Toast |
 Lightspeed | Upserve | Clover | Gloss | MarianaTek | Hostfully | Class Pass | Cloudbeds | Honeybook | VRBO | Expedia | AirBnb | Universe | Tock | Booking | DoorDash | Grubhub | UberEats

Expense Tracking

Bill.com | Expensify | Concur | Dext | Fintech

Others

Over 35 Banks | Many Remote Access Platforms | Over 15 states for Tax & Payroll.

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