Tier A (Essential)
- Real-time transaction coding
- Bank/credit card/loan reconciliations
- GAAP month-end close
- Digital audit trails
Roma Financials · Remote services nationwide
Outsourced Strategic Bookkeeping Built to Big 4 Standards
Stop wasting time interviewing part-time contractors. Get dedicated, remote bookkeeping that keeps your numbers accurate, reconciled, and 100% tax-ready every month.
✓ Big 4 Accounting Experience✓ QuickBooks ProAdvisor Certified✓ Family-Owned Practice
Strategic Bookkeeping
Three tiers. One reliable firm.
Tier B (Management)
- Everything in Essential
- AP/AR aging management
- Fixed asset depreciation
- Inventory valuation (FIFO/LIFO)
- Monthly review calls
Tier C (Strategic / Capital-Ready)
- Everything in Essential & Management
- Bank covenant monitoring & target ratio tracking (DSCR >= 1.25x, FCCR, Current Ratio)
- GAAP workpapers/schedules
- Direct firm-to-firm liaison with external CPAs, tax attorneys, or bank auditors
Designed to protect million-dollar credit lines and save $5,000–$15,000+ in annual CPA cleanup and audit friction fees.
Prepare for a productive conversation
1-Minute Pre-Call Readiness Sheet (Self-Audit)
Check the records you have ready. We will arrange secure document sharing after your initial conversation.
No sensitive documents are uploaded through this checklist.
Your next step
Put experienced oversight behind your numbers.
Start with a conversation. We’ll identify your priorities, arrange a secure document request, and recommend a scope. Your engagement letter comes before onboarding.