businesses are born out of passion

A PASSION TO DELIVER A NEED BETTER THAN ANYONE CAN FULFILL…
BUT BUSINESSES CAN’T THRIVE ON PASSION ALONE.
THAT MISSING PIECE IS WHERE WE CAN HELP.

OUR SERVICES

Financial Statements & Budgets

We prepare and review financial statements at periods that suit your business. We coordinate with your tax consultant to maximize your tax savings and minimize accounting fees. Your financials are for your understanding. We’ll keep a close eye on the details: catching duplicate entries, misclassifications, or other discrepancies before they become bigger issues. Whether you are starting a new business, need accrual-based tracking, departmental reporting, or cleanup from a past mess, we’ll get your books in shape and keep them that way!

Income Statements/Profit & Loss

We are meticulous about your chart of accounts and offer assistance with any restructuring that may be needed. We deliver timely reports to help you gauge the costs and profitability of your business over time.​

  • Journal Entries and Adjusting Entries
  • Budget versus Actual​

Balance Sheets

Timely reporting of the financial health of your business – to identify trends and track growth.

  • Chart of Accounts structuring and Cleanup as needed
  • Accruals and Tracking Prepaids
  • Documentation Support

General Ledger Management

Your general ledger is the backbone of your financial records. When it’s clean and current, everything else falls into place. ROI maintains your ledger with meticulous care, ensuring every transaction is accurately recorded and reconciled.

  • Full Cycle Ledger Entry and Reconciliation
  • Monthly or Quarterly Ledger Reviews

You’ll get clean, accurate financials you can trust — giving you peace of mind and a clear picture of your business’s true financial health.

What Else?

Manage Your Cash Flow, Receivables, Payables, and Inventory

We help you stay on top of your cash flow — making sure you always know what’s coming in and going out, so you can plan with confidence.

We’ll track your receivables to ensure you get paid faster and manage your payables so your bills are paid on time (without the last-minute scramble). Plus, we’ll help you track your inventory.

Reconcile Your Bank and Credit Card Accounts

We’ll regularly reconcile your bank and credit card accounts to catch errors, spot any surprises, and make sure your records match what’s really happening.

ROI can track your payables, including organizing invoices. We will identify missing deposits, bank errors, or software foibles and deliver a clean check register every time.

Prepare Payroll On Time, Every Time

ROI ensures your employees are paid on time, every time. We keep careful watch of the confusing tax and withholding policies to make sure it’s done right.

We assist with:

  • Direct Deposits
  • IRS and State Tax Reporting, Withholding
  • Worker’s Compensation Audits
  • Unemployment Claims
  • W-2, W-3, 1099, 1096 Processing
  • Timely Payroll Tax Reporting

Prepare Sales, Use, and Liquor Tax Returns

We help you stay on top of your cash flow — making sure you always know what’s coming in and going out, so you can plan with confidence.

We’ll track your receivables to ensure you get paid faster and manage your payables so your bills are paid on time (without the last-minute scramble). Plus, we’ll help you track your inventory.

Contact Us