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Our Team
Team Lead
Roma is a dynamic accounting professional and founder of Roma Financial Services, a forward-thinking firm specializing in QuickBooks cleanup, catch-up bookkeeping, and financial statement preparation for small to mid-sized businesses. With over a decade of progressive experience at leading Big 4 firms, Roma brings a unique blend of corporate audit rigor and entrepreneurial insight to every client engagement.
Throughout their career, Roma has led comprehensive audits, SOX compliance testing, and financial reporting projects, consistently delivering accurate, GAAP-compliant financial statements and driving operational improvements. As a certified QuickBooks ProAdvisor skilled in cloud-based accounting platforms and advanced financial software like Oracle, Peachtree, and CCH PFX, they leverage the latest technology to provide streamlined, real-time bookkeeping solutions.
Known for their commitment to transparency, efficiency, and personalized service, Roma empowers business owners to transform complex financial data into actionable insights—helping them stay tax-ready, optimize cash flow, and build scalable, profitable businesses.
With Roma Financial Services, clients receive more than just bookkeeping—they gain a trusted partner dedicated to supporting sustainable growth and long-term financial success.
Roma earned a Bachelor's degree in Accounting and a Master's degree in Business Administration in Tulsa, Oklahoma and is committed to delivering the highest quality of service. She looks forward to getting to know you and your business, and to partnering with you on your journey to financial success.
Managing Partner
As Managing Partner, Rydell bring a unique blend of technical expertise, discipline leadership, and a passion for helping businesses achieve financial clarity and success. His journey began at Aviation High School, NY where he developed a strong foundation in precision and problem-solving, which he later expanded through a specialized certificate program from Automotive & Diesel Institute, NY. His diverse background fuels his meticulous approach to managing financial operations and leading teams.
He oversees all facets of daily operations with a keen eye for detail, ensuring efficient workflow management, flawless financial record-keeping, and high-performing teams dedicated to delivering accurate, timely bookkeeping services tailored to your business needs. His leadership inspires processional to excel, offering dependable support that keeps your finances organized, compliant, and insightful.
Committed to transparency and compliance, he ensures all financial records meet regulatory standards, helping protect your business from costly mistakes. By implementing streamlined, lean processes, he minimize inefficiencies and maximize profitability - not only for my firm but for your bottom line as well.
Rydell continuously monitor key performance metrics such as accuracy, client satisfaction, and turnaround time to refine our service and deliver exceptional value. From recruiting and developing expert bookkeepers to fostering ongoing professional growth he built a team focused on driving your business forward.
Partner with us for bookkeeping that goes beyond numbers - providing the clarity, confidence, and growth potential your business deserves, powered by a unique blend of technical discipline and financial acumen.
Capturing the Numbers: A Visual Journey of Roma Financial Services
