Business Details
15 Years
experience
Your Trusted Accounting Partner for Growth
At Two Roads, we specialize in transforming financial complexity into strategic clarity for business owners. Since 2011, our remote team of accounting professionals has leveraged cloud-based technology to deliver bookkeeping, CFO advisory, and tax services tailored to entrepreneurs across industries like restaurants, healthcare, retail, and professional services. Our approach combines dedicated service teams with proactive financial management, ensuring clients receive reliable financials, real-time data access, and personalized guidance.We prioritize building collaborative relationships, adapting to evolving business needs, and empowering clients to focus on growth while we handle the numbers. With a client retention rate supported by 5-star reviews, our commitment to quality service, transparency, and continuous improvement drives our mission to help businesses succeed.
Services
Bookkeeping
CFO Advisory
Tax Services
Payroll Management
Financial Reporting
Details
- Year established: 2011
Highlights and features
- We offer 13+ years of experience in cloud-based accounting solutions
- Our dedicated service teams ensure personalized financial management
- We implement cloud technology for real-time financial visibility
- We provide proactive tax planning to minimize liabilities
- Our client retention is supported by 5-star reviews and testimonials
What people say
Responsive and timely
Professional and kind
Accurate and timely information
Peace of mind
Helped streamline operations
Services
Bookkeeping
Our bookkeeping services maintain accurate financial records through weekly transaction processing, account reconciliation, and vendor payment management. We provide monthly profit & loss statements and balance sheets to give business owners clear financial visibility. Using cloud-based accounting software, we ensure real-time data access while handling payroll, bill payments, and compliance requirements.
CFO Advisory
Our CFO advisory service offers strategic financial planning through budget creation, cash flow forecasting, and metrics dashboard development. We provide quarterly business consultations to align financial strategies with growth objectives, helping entrepreneurs make data-driven decisions. This service includes customized reporting and analysis to optimize business performance and achieve long-term goals.
Tax Services
We deliver comprehensive tax solutions including year-round tax preparation, projection planning, and compliance management. Our team handles federal, state, and local tax filings while identifying deduction opportunities to minimize liabilities. We provide personalized tax strategy sessions and maintain proactive communication to ensure businesses remain audit-ready throughout the year.
Payroll Management
Our payroll service ensures accurate and timely employee payments while maintaining tax compliance. We handle payroll processing, tax withholding calculations, and regulatory reporting requirements. By automating payroll workflows and integrating with accounting systems, we reduce administrative burdens and ensure businesses avoid costly compliance errors.
Financial Reporting
We generate detailed financial reports including profit & loss statements, balance sheets, and cash flow analyses. Our reporting services provide business owners with actionable insights through customized metrics dashboards and comparative financial analysis. These reports enable informed decision-making and track business performance against established benchmarks.
People
Adam Slack
Co-CEO
Adam Slack co-founded Two Roads in 2011 with a vision to transform accounting through cloud technology. He leads strategic initiatives while maintaining focus on client success and team development.
April Randolph
Director of Accounting and Experience
April Randolph oversees accounting operations and client experience at Two Roads. With extensive industry experience, she ensures service excellence and team accountability across all client engagements.
Cristi Jones
Director of Revenue and Marketing
Cristi Jones leads revenue growth and marketing strategies at Two Roads. She focuses on expanding service offerings while maintaining the company's commitment to client-centric financial solutions.
Ellen Slack
Co-CEO
Ellen Slack serves as Co-CEO alongside Adam Slack. She drives organizational strategy and operational excellence, ensuring Two Roads maintains its position as a trusted accounting partner for growing businesses.
Nate Coverdale
Director of Advisory Services
Nate Coverdale leads Two Roads' advisory services division. He specializes in developing strategic financial solutions for clients, focusing on long-term business growth and operational efficiency.
Questions
What accounting services do you offer?
We provide bookkeeping, CFO advisory, and tax services for small businesses across various industries.
How long does onboarding take?
Most clients complete onboarding within 45-60 days, depending on current book status and communication efficiency.
What software do you use?
We primarily use QuickBooks Online and other cloud-based accounting platforms for real-time financial access.
How are your teams structured?
Each client works with an Accounting Coordinator, Bookkeeper, and Team Lead for comprehensive support.
Do you work with international clients?
Yes, our remote team serves clients across the US and internationally through cloud technology.
How do you handle tax compliance?
We provide year-round tax planning, projections, and filing support to ensure compliance with federal/state regulations.
